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
$2.15B
AUM Growth
+$502M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,892
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$14.4M
3 +$13.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.3M
5
BA icon
Boeing
BA
+$8.31M

Sector Composition

1 Technology 7.87%
2 Financials 7.18%
3 Industrials 3.97%
4 Healthcare 3.68%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$186 ﹤0.01%
+6
2902
$186 ﹤0.01%
+13
2903
$186 ﹤0.01%
+4
2904
$186 ﹤0.01%
+17
2905
$186 ﹤0.01%
+15
2906
$185 ﹤0.01%
+8
2907
$185 ﹤0.01%
+9
2908
$184 ﹤0.01%
4
-69
2909
$183 ﹤0.01%
+5
2910
$182 ﹤0.01%
+36
2911
$182 ﹤0.01%
+4
2912
$182 ﹤0.01%
+14
2913
$181 ﹤0.01%
+5
2914
$181 ﹤0.01%
+24
2915
$181 ﹤0.01%
+5
2916
$180 ﹤0.01%
+28
2917
$180 ﹤0.01%
+11
2918
$180 ﹤0.01%
+12
2919
$179 ﹤0.01%
+18
2920
$179 ﹤0.01%
+14
2921
$179 ﹤0.01%
+16
2922
$178 ﹤0.01%
+11
2923
$177 ﹤0.01%
+37
2924
$177 ﹤0.01%
+7
2925
$177 ﹤0.01%
+23