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
$447M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.5M
3
+$2.38M
4
V icon
Visa
V
+$1.94M
5
BABA icon
Alibaba
BABA
+$1.77M

Top Sells

1
+$13.3M
2
+$115K
3
+$107K
4
VUG icon
Vanguard Growth ETF
VUG
+$102K
5
MA icon
Mastercard
MA
+$102K

Sector Composition

1 Financials 10.23%
2 Healthcare 7.24%
3 Industrials 6.84%
4 Technology 6.79%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$289K 0.06%
+8,250
252
$288K 0.06%
+3,335
253
$284K 0.06%
+3,998
254
$283K 0.06%
+11,468
255
$283K 0.06%
+2,400
256
$282K 0.06%
+1,595
257
$282K 0.06%
+3,220
258
$280K 0.06%
246
+240
259
$276K 0.06%
+2,970
260
$276K 0.06%
+2,909
261
$276K 0.06%
+2,653
262
$274K 0.06%
+1,796
263
$271K 0.06%
+2,009
264
$271K 0.06%
+5,471
265
$268K 0.06%
+5,571
266
$267K 0.06%
3,600
+2,320
267
$265K 0.06%
+4,190
268
$262K 0.06%
+8,464
269
$262K 0.06%
+3,760
270
$261K 0.06%
+2,423
271
$261K 0.06%
+4,390
272
$260K 0.06%
24,198
-264
273
$259K 0.06%
+4,457
274
$259K 0.06%
+5,910
275
$258K 0.06%
+1,830
9 10
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