Aprio Wealth Management, LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for Aprio Wealth Management, LLC, 73% allocated to ETF.
- Top Sector
- ETF (73%)
- US Exposure
- 99%
- Market Cap Focus
- N/A
- Countries
- 11
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
No industry data available
Market Cap Distribution
Portfolio Concentration
No concentration data available
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Largest Int'l Market
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Persistence Rate
- 61.56%
- Persistent Holdings Weight
- 81.36%
- Persistent Positions
- 269
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.09%
- Avg. Position Weight
- 0.23%
- Largest Position
Dimensional US High Profitability ETFDUHP - 8.90%
Historical (Since Q4 2019)
- Avg. New Position
- 0.79%
- Largest Position
- VAWVanguard Materials ETFVAW - 52.31% (Q4 2021)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 7.5%
- Value Traded
- $75.71M
- Positions Added
- 37
- Positions Exited
- 24
Historical (Since Q4 2019)
- Avg. Turnover Ratio
- 1049.3%
- Avg. Positions Added
- 24
- Avg. Positions Exited
- 13
- Highest Turnover
- 23658.3%Q4 2021
- Lowest Turnover
- 7.5%Q3 2025