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
$236M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$918K
3
+$489K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$461K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$397K

Top Sells

1
+$1.09M
2
+$356K
3
+$252K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$198K
5
VTV icon
Vanguard Value ETF
VTV
+$153K

Sector Composition

1 Financials 7.48%
2 Healthcare 5.75%
3 Technology 4.4%
4 Industrials 4.17%
5 Energy 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$22K 0.01%
890
277
$22K 0.01%
200
278
$21K 0.01%
160
279
$21K 0.01%
750
280
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594
+1
281
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520
282
$20K 0.01%
1,500
283
$20K 0.01%
1,380
284
$20K 0.01%
310
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285
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824
286
$19K 0.01%
1,500
287
$19K 0.01%
193
288
$19K 0.01%
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289
$19K 0.01%
382
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$18K 0.01%
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291
$18K 0.01%
300
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$18K 0.01%
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293
$18K 0.01%
360
294
$17K 0.01%
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296
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297
$17K 0.01%
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298
$17K 0.01%
300
299
$17K 0.01%
133
300
$16K 0.01%
217
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