AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
14.84%
This Quarter Return
+4.4%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$119M
AUM Growth
-$520K
(-0.43%)
Cap. Flow
-$5.9M
Cap. Flow
% of AUM
-4.95%
Top 10 Holdings %
Top 10 Hldgs %
47.86%
Holding
381
New
19
Increased
85
Reduced
69
Closed
33
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$1.4M |
| 2 |
Vanguard Mid-Cap Growth ETF
VOT
|
$1.24M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$1.05M |
| 4 |
Vanguard Large-Cap ETF
VV
|
$854K |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$608K |
Top Sells
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$10.4M |
| 2 |
Apple
AAPL
|
$1.26M |
| 3 |
iShares Select Dividend ETF
DVY
|
$597K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$448K |
| 5 |
Cisco
CSCO
|
$415K |
Sector Composition
| 1 | Financials | 5.81% |
| 2 | Industrials | 3.09% |
| 3 | Technology | 2.44% |
| 4 | Energy | 2.28% |
| 5 | Consumer Discretionary | 1.56% |
