AW
Avion Wealth Portfolio holdings
AUM
$477M
1-Year Est. Return
14.01%
This Fund
S&P 500
1 Year Est. Return
+14.01%
AUM
$382M
AUM Growth
+$19.6M
(+5.4%)
Holding
1,407
Top Buys
| 1 | +$955K | |
| 2 | +$773K | |
| 3 | +$721K | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$407K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$333K |
Top Sells
| 1 | +$1.21M | |
| 2 | +$1.21M | |
| 3 | +$866K | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$693K |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$625K |
Sector Composition
| 1 | Energy | 3.23% |
| 2 | Technology | 2.05% |
| 3 | Consumer Discretionary | 1.75% |
| 4 | Financials | 1.29% |
| 5 | Industrials | 1.18% |