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
301
$225K 0.05%
4,206
+138
302
$225K 0.05%
+8,262
303
$223K 0.05%
+1,483
304
$223K 0.05%
+4,310
305
$222K 0.05%
+4,400
306
$222K 0.05%
+3,730
307
$220K 0.05%
3,473
+3,425
308
$220K 0.05%
+5,397
309
$219K 0.05%
+793
310
$218K 0.05%
+3,795
311
$216K 0.05%
3,844
+3,786
312
$216K 0.05%
5,611
-82
313
$216K 0.05%
+4,841
314
$214K 0.05%
+3,900
315
$214K 0.05%
+4,840
316
$213K 0.05%
2,533
+62
317
$212K 0.05%
+4,150
318
$212K 0.05%
750
+700
319
$212K 0.05%
15,083
+15,017
320
$211K 0.05%
+6,650
321
$210K 0.05%
6,879
+6,101
322
$207K 0.05%
+975
323
$207K 0.05%
+1,809
324
$206K 0.05%
16,096
+2,521
325
$205K 0.05%
+5,570
11 12
13
14 15