AWM

Aprio Wealth Management Portfolio holdings

AUM $887M
1-Year Est. Return 13.57%
This Quarter Est. Return
1 Year Est. Return
+13.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$5.16M
3
+$3.38M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.79M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.48M

Top Sells

1
+$7.75M
2
+$4.16M
3
+$3.5M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$3.47M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.61M

Sector Composition

1 Technology 2.45%
2 Consumer Staples 2.42%
3 Financials 1.97%
4 Communication Services 0.55%
5 Consumer Discretionary 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
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