AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
14.84%
This Quarter Return
+2.82%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$255M
AUM Growth
+$19.6M
(+8.3%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
5.11%
Top 10 Holdings %
Top 10 Hldgs %
28.88%
Holding
522
New
39
Increased
187
Reduced
58
Closed
52
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$623K |
| 2 |
General Motors
GM
|
+$462K |
| 3 |
HTZ
Hertz Global Holdings, Inc.
HTZ
|
+$205K |
| 4 |
iShares Select Dividend ETF
DVY
|
+$199K |
| 5 |
Chevron
CVX
|
+$183K |
Sector Composition
| 1 | Financials | 7.65% |
| 2 | Healthcare | 5.82% |
| 3 | Technology | 4.87% |
| 4 | Industrials | 4.18% |
| 5 | Energy | 3.56% |
