AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
14.84%
This Quarter Return
-4.04%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$1.16B
AUM Growth
-$49.5M
(-4.1%)
Cap. Flow
+$9.94M
Cap. Flow
% of AUM
0.86%
Top 10 Holdings %
Top 10 Hldgs %
32.44%
Holding
1,308
New
93
Increased
315
Reduced
332
Closed
93
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$7.56M |
| 2 |
Vanguard Mid-Cap Growth ETF
VOT
|
$4.41M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$4.22M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$2.46M |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
$2.36M |
Top Sells
Sector Composition
| 1 | Financials | 8.73% |
| 2 | Technology | 7.31% |
| 3 | Healthcare | 4.8% |
| 4 | Industrials | 4.14% |
| 5 | Consumer Discretionary | 3.43% |