AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
14.84%
This Quarter Return
-1.78%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$2.63B
AUM Growth
-$99.3M
(-3.6%)
Cap. Flow
-$35.5M
Cap. Flow
% of AUM
-1.35%
Top 10 Holdings %
Top 10 Hldgs %
30.35%
Holding
2,470
New
7
Increased
299
Reduced
365
Closed
1,730
Top Buys
| 1 |
JPMorgan Active Growth ETF
JGRO
|
+$11.8M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
+$7.59M |
| 3 |
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
|
+$7.23M |
| 4 |
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
|
+$7.18M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$7.13M |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
+$3.31M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.59M |
| 3 |
Apple
AAPL
|
+$2.43M |
| 4 |
Meta Platforms (Facebook)
META
|
+$2.34M |
| 5 |
Amazon
AMZN
|
+$1.97M |
Sector Composition
| 1 | Technology | 5.77% |
| 2 | Financials | 5.23% |
| 3 | Industrials | 2.25% |
| 4 | Healthcare | 2.18% |
| 5 | Consumer Discretionary | 1.76% |
