AWM
Aprio Wealth Management Portfolio holdings
AUM
$887M
This Quarter Return
-5.87%
1 Year Return
+13.57%
3 Year Return
+42.6%
5 Year Return
–
10 Year Return
–
AUM
$249M
AUM Growth
+$249M
(-0.87%)
Cap. Flow
+$11.3M
Cap. Flow
% of AUM
4.55%
Top 10 Holdings %
Top 10 Hldgs %
55.8%
Holding
127
New
27
Increased
45
Reduced
32
Closed
17
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 2.35% |
| 2 | Technology | 1.8% |
| 3 | Consumer Staples | 0.93% |
| 4 | Consumer Discretionary | 0.71% |
| 5 | Healthcare | 0.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Wells Fargo
WFC
$263B
| – | – |
-5,461
| Closed | -$214K |
|