AWM
Aprio Wealth Management Portfolio holdings
AUM
$887M
This Quarter Return
-3.22%
1 Year Return
+13.57%
3 Year Return
+42.6%
5 Year Return
–
10 Year Return
–
AUM
$364M
AUM Growth
+$364M
(-0.13%)
Cap. Flow
+$10.7M
Cap. Flow
% of AUM
2.93%
Top 10 Holdings %
Top 10 Hldgs %
55.35%
Holding
199
New
47
Increased
81
Reduced
35
Closed
18
Top Buys
| 1 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$27.5M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$5.88M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
$5.36M |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
$4.98M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$2.94M |
Top Sells
Sector Composition
| 1 | Technology | 3.52% |
| 2 | Financials | 2.25% |
| 3 | Healthcare | 1.55% |
| 4 | Consumer Discretionary | 1.12% |
| 5 | Communication Services | 1% |
