AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
This Quarter Return
+6.45%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
56.66%
Holding
59
New
59
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$13.1M |
| 2 |
Vanguard Mega Cap Value ETF
MGV
|
$8.17M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
$6.35M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$5.18M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$5.14M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 4.58% |
| 2 | Technology | 3.13% |
| 3 | Industrials | 2.53% |
| 4 | Consumer Discretionary | 1.45% |
| 5 | Energy | 1.11% |
