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
$447M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.5M
3
+$2.38M
4
V icon
Visa
V
+$1.94M
5
BABA icon
Alibaba
BABA
+$1.77M

Top Sells

1
+$13.3M
2
+$115K
3
+$107K
4
VUG icon
Vanguard Growth ETF
VUG
+$102K
5
MA icon
Mastercard
MA
+$102K

Sector Composition

1 Financials 10.23%
2 Healthcare 7.24%
3 Industrials 6.84%
4 Technology 6.79%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$258K 0.06%
+5,830
277
$256K 0.06%
+5,692
278
$256K 0.06%
+3,203
279
$254K 0.06%
4,840
+122
280
$251K 0.06%
4,554
+301
281
$250K 0.06%
4,770
+4,485
282
$247K 0.06%
+2,010
283
$246K 0.06%
+11,801
284
$246K 0.06%
+9,995
285
$245K 0.05%
+4,159
286
$241K 0.05%
+16,110
287
$240K 0.05%
+3,910
288
$239K 0.05%
1,567
+7
289
$239K 0.05%
+5,580
290
$236K 0.05%
+5,070
291
$233K 0.05%
+975
292
$232K 0.05%
3,060
+2,460
293
$230K 0.05%
+1,699
294
$228K 0.05%
+2,798
295
$227K 0.05%
8,273
+8,118
296
$227K 0.05%
+5,269
297
$226K 0.05%
+9,704
298
$226K 0.05%
+6,666
299
$225K 0.05%
+1,376
300
$225K 0.05%
12,339
+1,884
10 11
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