AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
14.84%
This Quarter Return
+4%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$126M
AUM Growth
+$8.06M
(+6.9%)
Cap. Flow
+$5.08M
Cap. Flow
% of AUM
4.04%
Top 10 Holdings %
Top 10 Hldgs %
48.04%
Holding
359
New
17
Increased
98
Reduced
37
Closed
16
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.33M |
| 2 |
Vanguard Mid-Cap Growth ETF
VOT
|
$440K |
| 3 |
Vanguard Value ETF
VTV
|
$399K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$389K |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$381K |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$371K |
| 2 |
Vanguard Mega Cap Value ETF
MGV
|
$162K |
| 3 |
HP
HPQ
|
$149K |
| 4 |
Apple
AAPL
|
$100K |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$88.7K |
Sector Composition
| 1 | Financials | 6.35% |
| 2 | Industrials | 3.75% |
| 3 | Technology | 2.34% |
| 4 | Energy | 2.3% |
| 5 | Consumer Discretionary | 1.74% |
