AW
Avion Wealth Portfolio holdings
AUM
$466M
1-Year Est. Return
10.58%
1 Year Est. Return
+10.58%
AUM
$350M
AUM Growth
-$31.6M
(-8.3%)
Holding
1,305
Top Buys
| 1 | +$3.1M | |
| 2 | +$2.3M | |
| 3 | +$1.72M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$876K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$356K |
Top Sells
| 1 | +$22.3M | |
| 2 | +$2.64M | |
| 3 | +$1.65M | |
| 4 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$1.33M |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$864K |
Sector Composition
| 1 | Energy | 4.44% |
| 2 | Financials | 2.06% |
| 3 | Technology | 1.42% |
| 4 | Consumer Discretionary | 1.29% |
| 5 | Industrials | 1.23% |