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AWM
Aprio Wealth Management Portfolio holdings
AUM
$1.83B
1-Year Est. Return
18.31%
This Fund
S&P 500
1 Year Est. Return
+18.31%
AUM
$1.83B
AUM Growth
+$88.5M
(+5.1%)
Holding
640
Top Buys
| 1 | +$20.1M | |
| 2 | +$13.1M | |
| 3 | +$7.84M | |
| 4 |
Capital Group Growth ETF
CGGR
|
+$6.99M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$6.46M |
Top Sells
| 1 | +$12.9M | |
| 2 | +$2.09M | |
| 3 | +$1.65M | |
| 4 |
Simplify Short Term Treasury Futures Strategy ETF
TUA
|
+$1.35M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$1.22M |
Sector Composition
| 1 | Technology | 6.82% |
| 2 | Financials | 4% |
| 3 | Consumer Discretionary | 2.57% |
| 4 | Healthcare | 2.4% |
| 5 | Communication Services | 2.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
626
Mid-America Apartment Communities
MAA
$16.2B
| – | – |
-1,493
|
|
||
627
iShares MBS ETF
MBB
$38.6B
| – | – |
-5,472
|
|
||
628
Mettler-Toledo International
MTD
$22.9B
| – | – |
-146
|
|
||
629
Nike
NKE
$66.5B
| – | – |
-4,718
|
|
||
630
Nu Holdings
NU
$59.3B
| – | – |
-11,485
|
|
||
631
PTC
PTC
$13.1B
| – | – |
-1,574
|
|
||
632
State Street SPDR S&P Homebuilders ETF
XHB
$1.65B
| – | – |
-2,000
|
|
||
633
ProShares UltraShort Silver
ZSL
$113M
| – | – |
-1,000
|
|
||
|
SVA
634
DELISTED
Sinovac Biotech, Ltd
SVA
| – | – |
-439
|
|
||
635
Rocket Lab Corp
RKLB
$64B
| – | – |
-2,970
|
|
||
636
Sherwin-Williams
SHW
$78.3B
| – | – |
-848
|
|
||
637
Steris
STE
$20.2B
| – | – |
-1,488
|
|
||
638
Vanguard Consumer Discretionary ETF
VCR
$6.16B
| – | – |
-513
|
|
||
639
Veeva Systems
VEEV
$25.9B
| – | – |
-1,441
|
|
||
|
640
Vanguard Total International Stock ETF
VXUS
$153B
| – | – |
-16,221
|
|