AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
14.84%
This Quarter Return
+4.16%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$183M
AUM Growth
+$12.2M
(+7.1%)
Cap. Flow
+$5.78M
Cap. Flow
% of AUM
3.16%
Top 10 Holdings %
Top 10 Hldgs %
32.9%
Holding
498
New
77
Increased
165
Reduced
44
Closed
21
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$563K |
| 2 |
Vanguard Total Bond Market
BND
|
$524K |
| 3 |
Vanguard Mid-Cap Value ETF
VOE
|
$463K |
| 4 |
Vanguard S&P 500 Value ETF
VOOV
|
$438K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$355K |
Top Sells
| 1 |
Walmart
WMT
|
$616K |
| 2 |
3M
MMM
|
$403K |
| 3 |
Schwab International Equity ETF
SCHF
|
$262K |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$223K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$210K |
Sector Composition
| 1 | Financials | 8.88% |
| 2 | Healthcare | 6.43% |
| 3 | Technology | 4.92% |
| 4 | Industrials | 4.7% |
| 5 | Consumer Discretionary | 3.84% |
