AW
Avion Wealth Portfolio holdings
AUM
$466M
1-Year Est. Return
10.58%
1 Year Est. Return
+10.58%
AUM
$439M
AUM Growth
+$48.9M
(+13%)
Holding
1,703
Top Buys
| 1 | +$10.7M | |
| 2 | +$5.58M | |
| 3 | +$4.43M | |
| 4 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$3.09M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$2.16M |
Top Sells
| 1 | +$3.05M | |
| 2 | +$932K | |
| 3 | +$769K | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$630K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$487K |
Sector Composition
| 1 | Energy | 2.76% |
| 2 | Technology | 2.56% |
| 3 | Consumer Discretionary | 1.82% |
| 4 | Financials | 1.54% |
| 5 | Industrials | 1.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1701
Coherus Oncology
CHRS
$144M
| $0 | ﹤0.01% |
660
|
|
||
1702
C.H. Robinson
CHRW
$18.1B
| $0 | ﹤0.01% |
7
-6
|
|
||
1703
Ciena
CIEN
$27B
| $0 | ﹤0.01% |
12
-4
|
|