AWM
Avior Wealth Management Portfolio holdings
AUM $2.89B
1-Year Return
14.84%
This Quarter Return
+8.75%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$2.15B
AUM Growth
+$502M
(+30%)
Cap. Flow
+$379M
Cap. Flow
% of AUM
17.59%
Top 10 Holdings %
Top 10 Hldgs %
26.23%
Holding
3,892
New
2,344
Increased
1,060
Reduced
234
Closed
48
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$16.3M |
| 2 |
JPMorgan Active Growth ETF
JGRO
|
+$14.4M |
| 3 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
+$13.4M |
| 4 |
Vanguard Growth ETF
VUG
|
+$9.3M |
| 5 |
Boeing
BA
|
+$8.31M |
Top Sells
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$13.3M |
| 2 |
Cambria Shareholder Yield ETF
SYLD
|
+$4.39M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$4.06M |
| 4 |
Real Estate Select Sector SPDR Fund
XLRE
|
+$3.06M |
| 5 |
PIMCO Corporate & Income Opportunity Fund
PTY
|
+$3M |
Sector Composition
| 1 | Technology | 7.87% |
| 2 | Financials | 7.18% |
| 3 | Industrials | 3.97% |
| 4 | Healthcare | 3.68% |
| 5 | Consumer Discretionary | 2.98% |
