AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
14.84%
This Quarter Return
-0.58%
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
+$217M
(+22%)
Cap. Flow
+$233M
Cap. Flow
% of AUM
19.19%
Top 10 Holdings %
Top 10 Hldgs %
31.61%
Holding
1,235
New
120
Increased
345
Reduced
266
Closed
78
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$35.5M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$34.6M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$27.8M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$19.1M |
| 5 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
+$11.6M |
Top Sells
| 1 |
Schwab International Equity ETF
SCHF
|
+$3.74M |
| 2 |
Fidelity MSCI Industrials Index ETF
FIDU
|
+$2.26M |
| 3 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$1.66M |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$1.53M |
| 5 |
Union Pacific
UNP
|
+$1.46M |
Sector Composition
| 1 | Financials | 8.86% |
| 2 | Technology | 6.75% |
| 3 | Healthcare | 4.41% |
| 4 | Industrials | 4.21% |
| 5 | Consumer Discretionary | 3.51% |