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
$255M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$726K
3
+$480K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$451K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$406K

Top Sells

1
+$623K
2
+$462K
3
+$205K
4
DVY icon
iShares Select Dividend ETF
DVY
+$199K
5
CVX icon
Chevron
CVX
+$183K

Sector Composition

1 Financials 7.65%
2 Healthcare 5.82%
3 Technology 4.87%
4 Industrials 4.18%
5 Energy 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$25K 0.01%
201
277
$25K 0.01%
200
278
$25K 0.01%
535
+500
279
$25K 0.01%
1,250
+650
280
$24K 0.01%
67
281
$24K 0.01%
710
282
$24K 0.01%
300
283
$23K 0.01%
693
284
$23K 0.01%
597
+3
285
$23K 0.01%
254
286
$23K 0.01%
656
-5,847
287
$23K 0.01%
304
288
$23K 0.01%
520
289
$22K 0.01%
300
290
$21K 0.01%
898
+444
291
$21K 0.01%
750
292
$21K 0.01%
824
293
$20K 0.01%
193
294
$20K 0.01%
807
+3
295
$20K 0.01%
297
+2
296
$20K 0.01%
718
-144
297
$19K 0.01%
1,500
298
$19K 0.01%
160
299
$19K 0.01%
1,380
300
$19K 0.01%
339
-21
10 11
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