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
$255M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$726K
3
+$480K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$451K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$406K

Top Sells

1
+$623K
2
+$462K
3
+$205K
4
DVY icon
iShares Select Dividend ETF
DVY
+$199K
5
CVX icon
Chevron
CVX
+$183K

Sector Composition

1 Financials 7.65%
2 Healthcare 5.82%
3 Technology 4.87%
4 Industrials 4.18%
5 Energy 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$34K 0.01%
287
+22
252
$34K 0.01%
747
+1
253
$33K 0.01%
150
+1
254
$33K 0.01%
394
255
$33K 0.01%
608
+226
256
$32K 0.01%
286
+60
257
$31K 0.01%
+668
258
$31K 0.01%
130
259
$31K 0.01%
513
260
$31K 0.01%
552
261
$31K 0.01%
1,630
-218
262
$30K 0.01%
1,500
263
$30K 0.01%
812
+1
264
$29K 0.01%
2,821
+9
265
$29K 0.01%
456
266
$29K 0.01%
1,200
+1,000
267
$28K 0.01%
225
268
$28K 0.01%
652
+412
269
$28K 0.01%
950
270
$27K 0.01%
175
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271
$27K 0.01%
259
272
$27K 0.01%
+650
273
$27K 0.01%
+500
274
$26K 0.01%
+400
275
$26K 0.01%
836
+214
9 10
11
12 13