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
$2.33B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,940
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$23.2M
3
+$20.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$20M
5
VUG icon
Vanguard Growth ETF
VUG
+$19.3M

Top Sells

1
+$21.4M
2
+$11.4M
3
+$9.6M
4
AAPL icon
Apple
AAPL
+$7.31M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$6.28M

Sector Composition

1 Technology 6.98%
2 Financials 5.66%
3 Industrials 3.04%
4 Healthcare 2.97%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.11M 0.05%
14,256
-135
252
$1.1M 0.05%
4,322
+111
253
$1.1M 0.05%
89,144
-52
254
$1.1M 0.05%
9,753
-942
255
$1.09M 0.05%
7,972
+150
256
$1.09M 0.05%
5,891
-63
257
$1.08M 0.05%
51,156
-15,970
258
$1.07M 0.05%
9,416
-137
259
$1.07M 0.05%
20,788
+9,799
260
$1.06M 0.05%
10,888
+2,666
261
$1.05M 0.05%
14,238
-280
262
$1.05M 0.05%
13,549
+9,547
263
$1.05M 0.05%
91,269
+15,301
264
$1.04M 0.04%
13,614
+920
265
$1.04M 0.04%
11,107
-553
266
$1.03M 0.04%
10,914
-1,923
267
$1.03M 0.04%
17,865
268
$1.03M 0.04%
18,226
-65
269
$1.02M 0.04%
10,004
-3,221
270
$1.01M 0.04%
44,224
+6,435
271
$1M 0.04%
10,389
-998
272
$997K 0.04%
112,636
-35
273
$996K 0.04%
5,118
-671
274
$988K 0.04%
8,810
+878
275
$975K 0.04%
12,674
-178
9 10
11
12 13