AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
14.84%
This Quarter Return
+2.53%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$236M
AUM Growth
+$9.56M
(+4.2%)
Cap. Flow
+$4.58M
Cap. Flow
% of AUM
1.94%
Top 10 Holdings %
Top 10 Hldgs %
29.87%
Holding
516
New
11
Increased
160
Reduced
85
Closed
34
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
+$1.49M |
| 2 |
Apple
AAPL
|
+$918K |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$489K |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
+$461K |
| 5 |
Vanguard Mega Cap Growth ETF
MGK
|
+$397K |
Top Sells
| 1 |
Union Pacific
UNP
|
+$1.09M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$356K |
| 3 |
iShares Select Dividend ETF
DVY
|
+$252K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$198K |
| 5 |
Vanguard Value ETF
VTV
|
+$153K |
Sector Composition
| 1 | Financials | 7.48% |
| 2 | Healthcare | 5.75% |
| 3 | Technology | 4.4% |
| 4 | Industrials | 4.17% |
| 5 | Energy | 3.75% |
