AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
This Quarter Return
+8.75%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$2.15B
AUM Growth
+$2.15B
(+30%)
Cap. Flow
+$388M
Cap. Flow
% of AUM
18.04%
Top 10 Holdings %
Top 10 Hldgs %
26.23%
Holding
3,892
New
2,365
Increased
1,063
Reduced
235
Closed
48
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$16.3M |
| 2 |
JPMorgan Active Growth ETF
JGRO
|
$14.4M |
| 3 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
$13.4M |
| 4 |
Vanguard Growth ETF
VUG
|
$9.3M |
| 5 |
Boeing
BA
|
$8.31M |
Top Sells
Sector Composition
| 1 | Technology | 7.87% |
| 2 | Financials | 7.18% |
| 3 | Industrials | 3.97% |
| 4 | Healthcare | 3.68% |
| 5 | Consumer Discretionary | 2.98% |