AWM

Avior Wealth Management Portfolio holdings

AUM $2.89B
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
Cap. Flow
-$35.1M
Cap. Flow %
-1.33%
Top 10 Hldgs %
30.35%
Holding
2,470
New
7
Increased
300
Reduced
365
Closed
1,731
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$165M6.27% 445,304
+4,251
+1%
+$1.58M
$109M4.14% 1,765,991
+28,285
+2%
+$1.75M
$88M3.34% 359,851
+1,160
+0.3%
+$284K
$86.3M3.28% 537,936
+7,791
+1%
+$1.25M
$67.1M2.55% 119,455
+2,479
+2%
+$1.39M
$65.5M2.49% 122,971
-3,558
-3%
-$1.89M
$64.4M2.45% 1,014,047
+53,958
+6%
+$3.43M
$58.1M2.21% 787,185
+160,366
+26%
+$11.8M
$48.1M1.83% 2,598,243
+390,407
+18%
+$7.23M
$47.4M1.8% 2,421,039
+350,326
+17%
+$6.86M
$43.8M1.66% 613,033
+55,065
+10%
+$3.93M
$41.2M1.56% 185,483
-10,957
-6%
-$2.43M
$39.8M1.51% 2,439,184
+440,370
+22%
+$7.18M
$35.6M1.35% 484,850
-45,094
-9%
-$3.31M
$35.3M1.34% 204,309
+343
+0.2%
+$59.3K
$35.2M1.34% 68,424
+850
+1%
+$437K
$33.9M1.29% 134,649
+4,930
+4%
+$1.24M
$31M1.18% 607,172
+3,244
+0.5%
+$166K
$30M1.14% 591,240
+12,256
+2%
+$621K
$29.7M1.13% 387,903
-7,035
-2%
-$539K
$26.8M1.02% 508,278
-13,055
-3%
-$689K
$26.7M1.01% 120,566
-3,715
-3%
-$823K
$26.3M1% 336,084
+8,964
+3%
+$702K
$25.8M0.98% 238,128
+9,104
+4%
+$987K
$24.8M0.94% 408,157
-5,235
-1%
-$318K