AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
14.84%
This Quarter Return
+7.93%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$701M
AUM Growth
+$62.4M
(+9.8%)
Cap. Flow
+$19.1M
Cap. Flow
% of AUM
2.72%
Top 10 Holdings %
Top 10 Hldgs %
24.36%
Holding
1,067
New
84
Increased
339
Reduced
250
Closed
44
Top Buys
| 1 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$4.86M |
| 2 |
Vanguard Growth ETF
VUG
|
+$4.45M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
+$4.02M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
+$2.22M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.68M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$1.86M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.7M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.49M |
| 4 |
Xtrackers MSCI All World ex US Hedged Equity ETF
DBAW
|
+$1.34M |
| 5 |
Xtrackers Russell US Multifactor ETF
DEUS
|
+$1.31M |
Sector Composition
| 1 | Technology | 8.91% |
| 2 | Financials | 7.34% |
| 3 | Healthcare | 5.74% |
| 4 | Industrials | 5.51% |
| 5 | Consumer Discretionary | 5.14% |
