AW
Avion Wealth Portfolio holdings
AUM
$466M
1-Year Est. Return
10.58%
1 Year Est. Return
+10.58%
AUM
$354M
AUM Growth
+$23.9M
(+7.2%)
Holding
445
Top Buys
| 1 | +$5.5M | |
| 2 | +$3.43M | |
| 3 | +$2.96M | |
| 4 |
Boeing
BA
|
+$2.49M |
| 5 |
Vanguard Total Bond Market
BND
|
+$2.42M |
Top Sells
| 1 | +$3.8M | |
| 2 | +$2.88M | |
| 3 | +$1.45M | |
| 4 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$1.44M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.4M |
Sector Composition
| 1 | Energy | 2.97% |
| 2 | Financials | 2.03% |
| 3 | Industrials | 1.23% |
| 4 | Technology | 1.13% |
| 5 | Healthcare | 0.89% |