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
$236M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$918K
3
+$489K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$461K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$397K

Top Sells

1
+$1.09M
2
+$356K
3
+$252K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$198K
5
VTV icon
Vanguard Value ETF
VTV
+$153K

Sector Composition

1 Financials 7.48%
2 Healthcare 5.75%
3 Technology 4.4%
4 Industrials 4.17%
5 Energy 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$36K 0.02%
1,500
227
$36K 0.02%
1,179
228
$35K 0.01%
1,200
229
$35K 0.01%
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230
$35K 0.01%
+440
231
$35K 0.01%
350
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232
$34K 0.01%
1,320
233
$34K 0.01%
1,401
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234
$33K 0.01%
1,580
235
$33K 0.01%
450
236
$33K 0.01%
28,080
+40
237
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513
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238
$32K 0.01%
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239
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746
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240
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241
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242
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243
$32K 0.01%
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245
$31K 0.01%
225
246
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300
247
$30K 0.01%
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248
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249
$29K 0.01%
265
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250
$29K 0.01%
3,500
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10
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