Aprio Wealth Management, LLC
Aprio Wealth Management, LLC latest Q4_2020 13F filings reported $151,451,000 in market value on this 2021-01-11 report date . The portfolio quarterly return is 7.44%. This fund has 49 securities concentrations of 100% weights.
Aprio Wealth Management, LLC largest holding is AGG - iShares Barclays Aggregate Bond Fund with weight of 22.02% and $33,355,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|