AW

Avion Wealth Portfolio holdings

AUM $477M
1-Year Est. Return 14.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
-$290K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1 +$405

Top Sells

1 +$15.5K
2 +$4.05K
3 +$150

Sector Composition

1 Energy 3.85%
2 Financials 1.62%
3 Consumer Discretionary 1.03%
4 Technology 0.93%
5 Industrials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$0 ﹤0.01%
12
552
$0 ﹤0.01%
30
553
$0 ﹤0.01%
6
554
$0 ﹤0.01%
35
555
$0 ﹤0.01%
25
556
$0 ﹤0.01%
100
557
$0 ﹤0.01%
100
558
$0 ﹤0.01%
5