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
3026
$142 ﹤0.01%
+23
3027
$141 ﹤0.01%
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3028
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3029
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3030
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3031
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3032
$140 ﹤0.01%
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3033
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3034
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3035
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3036
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3037
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3038
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3039
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3040
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3041
$137 ﹤0.01%
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3042
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3043
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3044
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3045
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3046
$136 ﹤0.01%
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3047
$135 ﹤0.01%
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3048
$135 ﹤0.01%
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3049
$135 ﹤0.01%
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3050
$135 ﹤0.01%
+6