AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
14.84%
This Quarter Return
+1.67%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$226M
AUM Growth
+$43.1M
(+24%)
Cap. Flow
+$40.7M
Cap. Flow
% of AUM
18.02%
Top 10 Holdings %
Top 10 Hldgs %
29.83%
Holding
543
New
60
Increased
201
Reduced
45
Closed
34
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.89M |
| 2 |
Vanguard S&P 500 Value ETF
VOOV
|
$2.58M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.3M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$2.27M |
| 5 |
Vanguard Total Bond Market
BND
|
$1.87M |
Top Sells
| 1 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$283K |
| 2 |
Vanguard Growth ETF
VUG
|
$78.3K |
| 3 |
BMR
BIOMED REALTY TRUST INC
BMR
|
$49K |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$48.6K |
| 5 |
Coca-Cola
KO
|
$44.2K |
Sector Composition
| 1 | Financials | 7.91% |
| 2 | Healthcare | 5.45% |
| 3 | Industrials | 4.67% |
| 4 | Technology | 4.33% |
| 5 | Energy | 3.49% |
