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
$995M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$2.22M
3
+$1.98M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.95M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.94M

Top Sells

1
+$46.6M
2
+$2.98M
3
+$2.2M
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$1.88M
5
CLGX
Corelogic, Inc.
CLGX
+$1.37M

Sector Composition

1 Technology 7.61%
2 Financials 7.41%
3 Industrials 5.15%
4 Healthcare 5.08%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$631K 0.06%
4,804
+529
252
$628K 0.06%
2,289
-1,844
253
$627K 0.06%
10,057
-1,442
254
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-379
255
$618K 0.06%
6,052
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256
$611K 0.06%
2,777
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257
$607K 0.06%
9,485
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258
$605K 0.06%
7,400
259
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260
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7,062
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261
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11,610
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262
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3,076
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263
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5,508
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264
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265
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267
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268
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18,952
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269
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270
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6,425
271
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2,485
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272
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8,220
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273
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9,424
-1,384
274
$580K 0.06%
7,546
+1,298
275
$578K 0.06%
6,350
-86
9 10
11
12 13