AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
14.84%
This Quarter Return
-1.36%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$118M
AUM Growth
-$1.59M
(-1.3%)
Cap. Flow
+$451K
Cap. Flow
% of AUM
0.38%
Top 10 Holdings %
Top 10 Hldgs %
48.34%
Holding
350
New
14
Increased
81
Reduced
46
Closed
7
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$511K |
| 2 |
Vanguard Mega Cap Growth ETF
MGK
|
$444K |
| 3 |
Vanguard Mid-Cap Growth ETF
VOT
|
$363K |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$362K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$309K |
Top Sells
Sector Composition
| 1 | Financials | 6.28% |
| 2 | Industrials | 3.52% |
| 3 | Technology | 2.53% |
| 4 | Energy | 2.33% |
| 5 | Consumer Discretionary | 1.45% |
