AW
Avion Wealth Portfolio holdings
AUM
$466M
1-Year Est. Return
10.58%
1 Year Est. Return
+10.58%
AUM
$466M
AUM Growth
+$27.5M
(+6.3%)
Holding
1,618
Top Buys
| 1 | +$3.7M | |
| 2 | +$1.68M | |
| 3 | +$1.44M | |
| 4 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$1.25M |
| 5 |
Vanguard Growth ETF
VUG
|
+$414K |
Top Sells
| 1 | +$1.24M | |
| 2 | +$920K | |
| 3 | +$772K | |
| 4 |
Wells Fargo
WFC
|
+$566K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$407K |
Sector Composition
| 1 | Technology | 3.56% |
| 2 | Energy | 2.64% |
| 3 | Consumer Discretionary | 2% |
| 4 | Financials | 1.49% |
| 5 | Industrials | 1.31% |
