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
$2.33B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,940
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$23.2M
3
+$20.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$20M
5
VUG icon
Vanguard Growth ETF
VUG
+$19.3M

Top Sells

1
+$21.4M
2
+$11.4M
3
+$9.6M
4
AAPL icon
Apple
AAPL
+$7.31M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$6.28M

Sector Composition

1 Technology 6.98%
2 Financials 5.66%
3 Industrials 3.04%
4 Healthcare 2.97%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.28M 0.06%
8,696
-936
227
$1.27M 0.05%
30,484
-7,321
228
$1.26M 0.05%
5,722
-1,320
229
$1.23M 0.05%
32,507
-187
230
$1.21M 0.05%
13,000
-3,295
231
$1.2M 0.05%
11,278
-1,452
232
$1.2M 0.05%
46,280
-9,635
233
$1.18M 0.05%
4,786
-366
234
$1.18M 0.05%
12,878
-3,394
235
$1.17M 0.05%
20,849
+14,592
236
$1.17M 0.05%
4,928
237
$1.16M 0.05%
3,900
-885
238
$1.16M 0.05%
3,708
-1,525
239
$1.16M 0.05%
+51,475
240
$1.15M 0.05%
4,248
-41
241
$1.14M 0.05%
16,704
-5,681
242
$1.14M 0.05%
8,691
-303
243
$1.14M 0.05%
20,586
-6,436
244
$1.13M 0.05%
2,420
-686
245
$1.12M 0.05%
14,242
-813
246
$1.12M 0.05%
7,447
-361
247
$1.12M 0.05%
22,562
-2,047
248
$1.12M 0.05%
58,149
+6,251
249
$1.11M 0.05%
22,260
-270
250
$1.11M 0.05%
12,383
-167
8 9
10
11 12