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
$249M
AUM Growth
-$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

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 Change
in Stake
Capital Flow
126
0