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
$141M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M
2 +$9.41M
3 +$5.83M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.55M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.23M

Top Sells

1 +$2.55M
2 +$2.09M
3 +$2.05M
4
AMLP icon
Alerian MLP ETF
AMLP
+$913K
5
TOLZ icon
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
+$771K

Sector Composition

1 Technology 2.96%
2 Consumer Staples 2.85%
3 Financials 2.33%
4 Consumer Discretionary 0.9%
5 Industrials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,964