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
$2.15B
AUM Growth
+$502M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,892
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$14.4M
3 +$13.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.3M
5
BA icon
Boeing
BA
+$8.31M

Sector Composition

1 Technology 7.87%
2 Financials 7.18%
3 Industrials 3.97%
4 Healthcare 3.68%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2676
$345 ﹤0.01%
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2677
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2678
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2679
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2682
$339 ﹤0.01%
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2683
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507
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2684
$339 ﹤0.01%
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2685
$339 ﹤0.01%
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2686
$338 ﹤0.01%
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2687
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$336 ﹤0.01%
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2689
$335 ﹤0.01%
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2690
$334 ﹤0.01%
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2691
$334 ﹤0.01%
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2692
$332 ﹤0.01%
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2693
$332 ﹤0.01%
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2694
$331 ﹤0.01%
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2695
$327 ﹤0.01%
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2696
$326 ﹤0.01%
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2697
$325 ﹤0.01%
123
+23
2698
$324 ﹤0.01%
+25
2699
$321 ﹤0.01%
+11
2700
$321 ﹤0.01%
+44