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
$239M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$1.76M
3
+$1.39M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.37M
5
GCC icon
WisdomTree Enhanced Commodity Strategy Fund
GCC
+$1.2M

Top Sells

1
+$3.89M
2
+$3.03M
3
+$1.93M
4
GLD icon
SPDR Gold Trust
GLD
+$394K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$354K

Sector Composition

1 Technology 1.68%
2 Financials 1.68%
3 Consumer Staples 1.45%
4 Consumer Discretionary 0.61%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$28K 0.01%
+72
77
– –
-2,168
78
– –
-3,442
79
– –
-27,047
80
– –
-12,102
81
– –
-2,775
82
– –
-4,476
1 2 3
4