AWM
Aprio Wealth Management Portfolio holdings
AUM
$887M
1-Year Est. Return
13.57%
1 Year Est. Return
+13.57%
AUM
$887M
AUM Growth
+$88.4M
(+11%)
Holding
438
Top Buys
| 1 | +$15M | |
| 2 | +$13.2M | |
| 3 | +$7.72M | |
| 4 |
Harbor Commodity All-Weather Strategy ETF
HGER
|
+$7.55M |
| 5 |
Alerian MLP ETF
AMLP
|
+$7.37M |
Top Sells
| 1 | +$12.9M | |
| 2 | +$12.3M | |
| 3 | +$7.19M | |
| 4 |
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
|
+$6.26M |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$5.52M |
Sector Composition
| 1 | Technology | 7.13% |
| 2 | Financials | 5.05% |
| 3 | Consumer Discretionary | 2.35% |
| 4 | Communication Services | 2.26% |
| 5 | Healthcare | 1.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Dr. Reddy's Laboratories
RDY
$12.1B
| – | – |
-10,478
|
|
||
427
Regency Centers
REG
$13.2B
| – | – |
-3,804
|
|
||
428
Rio Tinto
RIO
$115B
| – | – |
-6,281
|
|
||
429
SK Telecom
SKM
$7.97B
| – | – |
-10,567
|
|
||
430
Trip.com Group
TCOM
$47.6B
| – | – |
-3,160
|
|
||
431
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
| – | – |
-2,592
|
|
||
432
Toyota
TM
$268B
| – | – |
-2,543
|
|
||
433
Tyler Technologies
TYL
$22B
| – | – |
-1,068
|
|
||
434
US Bancorp
USB
$75.1B
| – | – |
-5,642
|
|
||
435
Vanguard Real Estate ETF
VNQ
$34.6B
| – | – |
-4,019
|
|
||
436
Waters Corp
WAT
$21.4B
| – | – |
-1,131
|
|
||
437
Aon
AON
$72.8B
| – | – |
-551
|
|
||
438
Air Products & Chemicals
APD
$56.7B
| – | – |
-736
|
|