AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
14.84%
This Quarter Return
+7.96%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$1.21B
AUM Growth
-$1.74M
(-0.14%)
Cap. Flow
-$88.3M
Cap. Flow
% of AUM
-7.3%
Top 10 Holdings %
Top 10 Hldgs %
30.82%
Holding
1,285
New
120
Increased
303
Reduced
337
Closed
75
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
+$6.28M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
+$5M |
| 3 |
Procter & Gamble
PG
|
+$3.45M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
+$2.19M |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$1.92M |
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$19.8M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$18.1M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$17.3M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$11.1M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$6.98M |
Sector Composition
| 1 | Financials | 8.03% |
| 2 | Technology | 7.73% |
| 3 | Healthcare | 4.9% |
| 4 | Industrials | 4.55% |
| 5 | Consumer Discretionary | 3.75% |
