AWM
Aprio Wealth Management Portfolio holdings
AUM
$887M
This Quarter Return
+6.88%
1 Year Return
+13.57%
3 Year Return
+42.6%
5 Year Return
–
10 Year Return
–
AUM
$625M
AUM Growth
+$625M
(+14%)
Cap. Flow
+$42.7M
Cap. Flow
% of AUM
6.82%
Top 10 Holdings %
Top 10 Hldgs %
49.32%
Holding
300
New
39
Increased
145
Reduced
79
Closed
10
Top Buys
Top Sells
| 1 |
Avantis Real Estate ETF
AVRE
|
$20.2M |
| 2 |
Dimensional International High Profitability ETF
DIHP
|
$4.34M |
| 3 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$4.32M |
| 4 |
Vanguard Health Care ETF
VHT
|
$2.82M |
| 5 |
Vanguard Communication Services ETF
VOX
|
$2.04M |
Sector Composition
| 1 | Technology | 5.4% |
| 2 | Financials | 3.26% |
| 3 | Consumer Discretionary | 1.93% |
| 4 | Healthcare | 1.8% |
| 5 | Consumer Staples | 1.6% |
