AWM
Aprio Wealth Management Portfolio holdings
AUM
$887M
This Quarter Return
+6.18%
1 Year Return
+13.57%
3 Year Return
+42.6%
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
–
Cap. Flow
+$136M
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
69.15%
Holding
69
New
68
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$25.4M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$19.1M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$9.99M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$8.3M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$6.82M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 3.3% |
| 2 | Industrials | 1.31% |
| 3 | Technology | 0.91% |
| 4 | Healthcare | 0.89% |
| 5 | Consumer Discretionary | 0.66% |
