AWM
Aprio Wealth Management Portfolio holdings
AUM
$887M
This Quarter Return
+5%
1 Year Return
+13.57%
3 Year Return
+42.6%
5 Year Return
–
10 Year Return
–
AUM
$239M
AUM Growth
+$239M
(+9%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
4.21%
Top 10 Holdings %
Top 10 Hldgs %
63.06%
Holding
82
New
11
Increased
27
Reduced
30
Closed
6
Top Buys
Top Sells
| 1 |
Vanguard Financials ETF
VFH
|
$3.89M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$3.03M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$1.93M |
| 4 |
SPDR Gold Trust
GLD
|
$394K |
| 5 |
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% |
