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
$219M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.98M
3
+$3.23M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.03M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2M

Top Sells

1
+$7M
2
+$1.7M
3
+$1.48M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$762K

Sector Composition

1 Financials 1.74%
2 Consumer Staples 1.53%
3 Technology 1.44%
4 Communication Services 0.59%
5 Consumer Discretionary 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,303
77
– –
-43,061
78
– –
-931
1 2 3
4