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AWM
Avior Wealth Management Portfolio holdings
AUM
$3.53B
1-Year Est. Return
16.77%
This Fund
S&P 500
1 Year Est. Return
+16.77%
AUM
$1.16B
AUM Growth
-$49.5M
(-4.1%)
Holding
1,308
Top Buys
| 1 | +$7.46M | |
| 2 | +$4.37M | |
| 3 | +$4.22M | |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
+$2.41M |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
+$2.34M |
Top Sells
| 1 | +$5.52M | |
| 2 | +$1.81M | |
| 3 | +$1.59M | |
| 4 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$1.53M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.48M |
Sector Composition
| 1 | Financials | 8.73% |
| 2 | Technology | 7.31% |
| 3 | Healthcare | 4.8% |
| 4 | Industrials | 4.16% |
| 5 | Consumer Discretionary | 3.44% |