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
$236M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$918K
3
+$489K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$461K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$397K

Top Sells

1
+$1.09M
2
+$356K
3
+$252K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$198K
5
VTV icon
Vanguard Value ETF
VTV
+$153K

Sector Composition

1 Financials 7.48%
2 Healthcare 5.75%
3 Technology 4.4%
4 Industrials 4.17%
5 Energy 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$28K 0.01%
2,812
+9
252
$28K 0.01%
622
+3
253
$28K 0.01%
925
254
$28K 0.01%
552
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$27K 0.01%
760
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256
$27K 0.01%
259
257
$27K 0.01%
811
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258
$27K 0.01%
950
259
$26K 0.01%
67
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260
$26K 0.01%
456
261
$26K 0.01%
318
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262
$25K 0.01%
2,500
263
$25K 0.01%
226
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264
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500
265
$25K 0.01%
862
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266
$24K 0.01%
150
267
$24K 0.01%
297
+2
268
$24K 0.01%
3,648
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269
$24K 0.01%
304
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270
$23K 0.01%
710
271
$23K 0.01%
693
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272
$23K 0.01%
201
273
$23K 0.01%
254
274
$23K 0.01%
300
-372
275
$22K 0.01%
+619
9 10
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