AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
14.84%
This Quarter Return
+2.46%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$120M
AUM Growth
+$14.3M
(+14%)
Cap. Flow
+$27.8M
Cap. Flow
% of AUM
23.22%
Top 10 Holdings %
Top 10 Hldgs %
52.78%
Holding
361
New
288
Increased
34
Reduced
19
Closed
–
Top Buys
Top Sells
| 1 |
iShares Select Dividend ETF
DVY
|
$648K |
| 2 |
iShares TIPS Bond ETF
TIP
|
$629K |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$220K |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
$194K |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$190K |
Sector Composition
| 1 | Financials | 5.17% |
| 2 | Technology | 3.19% |
| 3 | Industrials | 3.09% |
| 4 | Energy | 2.06% |
| 5 | Consumer Discretionary | 1.45% |
