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
$255M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$726K
3
+$480K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$451K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$406K

Top Sells

1
+$623K
2
+$462K
3
+$205K
4
DVY icon
iShares Select Dividend ETF
DVY
+$199K
5
CVX icon
Chevron
CVX
+$183K

Sector Composition

1 Financials 7.65%
2 Healthcare 5.82%
3 Technology 4.87%
4 Industrials 4.18%
5 Energy 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51K 0.02%
+470
227
$50K 0.02%
3,059
228
$49K 0.02%
766
229
$49K 0.02%
908
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230
$49K 0.02%
+1,990
231
$49K 0.02%
1,000
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232
$48K 0.02%
1,115
-260
233
$44K 0.02%
872
234
$42K 0.02%
430
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235
$42K 0.02%
6,120
+2,472
236
$41K 0.02%
3,000
237
$41K 0.02%
+600
238
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239
$39K 0.02%
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240
$39K 0.02%
909
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241
$38K 0.01%
900
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242
$37K 0.01%
744
243
$37K 0.01%
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244
$36K 0.01%
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245
$36K 0.01%
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246
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450
247
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300
248
$36K 0.01%
1,320
249
$36K 0.01%
1,242
+63
250
$34K 0.01%
1,077
8 9
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