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
$995M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$2.22M
3
+$1.98M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.95M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.94M

Top Sells

1
+$46.6M
2
+$2.98M
3
+$2.2M
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$1.88M
5
CLGX
Corelogic, Inc.
CLGX
+$1.37M

Sector Composition

1 Technology 7.61%
2 Financials 7.41%
3 Industrials 5.15%
4 Healthcare 5.08%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$490K 0.05%
3,441
-45
302
$489K 0.05%
11,308
-2,028
303
$488K 0.05%
4,762
+1,384
304
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+2,318
305
$484K 0.05%
4,641
-1,025
306
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1,967
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307
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4,912
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308
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6,117
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309
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14,162
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310
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1,758
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311
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3,152
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312
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2,438
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313
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314
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2,320
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315
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318
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319
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4,641
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320
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2,153
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321
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2,205
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$431K 0.04%
6,466
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323
$426K 0.04%
8,800
-2,650
324
$422K 0.04%
2,800
-100
325
$418K 0.04%
1,735
+50
11 12
13
14 15