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
$126M
AUM Growth
+$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$440K
3
+$399K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$389K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$381K

Top Sells

1
+$371K
2
+$162K
3
+$149K
4
AAPL icon
Apple
AAPL
+$100K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$88.7K

Sector Composition

1 Financials 6.35%
2 Industrials 3.75%
3 Technology 2.34%
4 Energy 2.3%
5 Consumer Discretionary 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7K 0.01%
178
+1
252
$7K 0.01%
+200
253
$7K 0.01%
127
254
$6K ﹤0.01%
475
255
$6K ﹤0.01%
172
256
$6K ﹤0.01%
78
+1
257
$6K ﹤0.01%
100
258
$5K ﹤0.01%
+100
259
$5K ﹤0.01%
116
+1
260
$5K ﹤0.01%
90
261
$5K ﹤0.01%
100
262
$5K ﹤0.01%
189
-37
263
$5K ﹤0.01%
+106
264
$5K ﹤0.01%
80
265
$5K ﹤0.01%
69
266
$5K ﹤0.01%
43
267
$5K ﹤0.01%
44
268
$5K ﹤0.01%
91
269
$5K ﹤0.01%
97
270
$5K ﹤0.01%
305
271
$5K ﹤0.01%
119
272
$4K ﹤0.01%
139
273
$4K ﹤0.01%
120
274
$4K ﹤0.01%
105
275
$4K ﹤0.01%
45
9 10
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