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
$447M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.5M
3
+$2.38M
4
V icon
Visa
V
+$1.94M
5
BABA icon
Alibaba
BABA
+$1.77M

Top Sells

1
+$13.3M
2
+$115K
3
+$107K
4
VUG icon
Vanguard Growth ETF
VUG
+$102K
5
MA icon
Mastercard
MA
+$102K

Sector Composition

1 Financials 10.23%
2 Healthcare 7.24%
3 Industrials 6.84%
4 Technology 6.79%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$331K 0.07%
+9,150
227
$328K 0.07%
+11,040
228
$328K 0.07%
1,934
+1,734
229
$327K 0.07%
2,269
+2,234
230
$323K 0.07%
+3,990
231
$322K 0.07%
+8,055
232
$321K 0.07%
2,250
+2,234
233
$321K 0.07%
2,158
+23
234
$318K 0.07%
6,415
+4,456
235
$317K 0.07%
+11,280
236
$315K 0.07%
+4,096
237
$315K 0.07%
6,497
+6,346
238
$313K 0.07%
10,508
+9,892
239
$309K 0.07%
+2,723
240
$309K 0.07%
5,104
+608
241
$306K 0.07%
+2,660
242
$305K 0.07%
6,605
+6,237
243
$303K 0.07%
5,410
+5,185
244
$301K 0.07%
7,400
245
$301K 0.07%
+9,728
246
$299K 0.07%
+2,600
247
$299K 0.07%
+4,639
248
$297K 0.07%
+3,239
249
$296K 0.07%
16,531
+13,738
250
$292K 0.07%
+2,131
8 9
10
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