AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
14.84%
This Quarter Return
+3.42%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$268M
AUM Growth
+$12.6M
(+4.9%)
Cap. Flow
+$5.28M
Cap. Flow
% of AUM
1.97%
Top 10 Holdings %
Top 10 Hldgs %
28.75%
Holding
538
New
66
Increased
171
Reduced
87
Closed
24
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$1.21M |
| 2 |
Schwab International Equity ETF
SCHF
|
+$786K |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
+$623K |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$550K |
| 5 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
+$509K |
Top Sells
| 1 |
Chevron
CVX
|
+$744K |
| 2 |
General Motors
GM
|
+$619K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$244K |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$193K |
| 5 |
Medtronic
MDT
|
+$136K |
Sector Composition
| 1 | Financials | 8.33% |
| 2 | Healthcare | 5.58% |
| 3 | Technology | 4.72% |
| 4 | Industrials | 4.21% |
| 5 | Energy | 3.39% |
