AWM

Avior Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 14.84%
This Quarter Est. Return
1 Year Est. Return
+14.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$520K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.24M
3
+$1.05M
4
VV icon
Vanguard Large-Cap ETF
VV
+$854K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$608K

Top Sells

1
+$10.4M
2
+$1.26M
3
+$597K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$448K
5
CSCO icon
Cisco
CSCO
+$415K

Sector Composition

1 Financials 5.81%
2 Industrials 3.09%
3 Technology 2.44%
4 Energy 2.28%
5 Consumer Discretionary 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K 0.01%
300
227
$12K 0.01%
200
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$12K 0.01%
150
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100
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$12K 0.01%
319
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232
$11K 0.01%
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233
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500
234
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265
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236
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525
237
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232
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$10K 0.01%
102
239
$10K 0.01%
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240
$9K 0.01%
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241
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244
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245
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248
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249
$8K 0.01%
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$7K 0.01%
150
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10
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