AWM
Avior Wealth Management Portfolio holdings
AUM
$3.21B
1-Year Est. Return
15.76%
This Fund
S&P 500
1 Year Est. Return
+15.76%
AUM
$2.15B
AUM Growth
+$502M
(+30%)
Holding
3,892
Top Buys
| 1 | +$16.3M | |
| 2 | +$14.4M | |
| 3 | +$13.4M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$9.3M |
| 5 |
Boeing
BA
|
+$8.31M |
Top Sells
| 1 | +$13.3M | |
| 2 | +$4.39M | |
| 3 | +$4.06M | |
| 4 |
State Street Real Estate Select Sector SPDR ETF
XLRE
|
+$3.06M |
| 5 |
PIMCO Corporate & Income Opportunity Fund
PTY
|
+$3M |
Sector Composition
| 1 | Technology | 7.87% |
| 2 | Financials | 7.18% |
| 3 | Industrials | 3.97% |
| 4 | Healthcare | 3.68% |
| 5 | Consumer Discretionary | 2.98% |