AWM

Avior Wealth Management Portfolio holdings

AUM $3.1B
1-Year Est. Return 14.74%
This Quarter Est. Return
1 Year Est. Return
+14.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$918K
3
+$489K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$461K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$397K

Top Sells

1
+$1.09M
2
+$356K
3
+$252K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$198K
5
VTV icon
Vanguard Value ETF
VTV
+$153K

Sector Composition

1 Financials 7.48%
2 Healthcare 5.75%
3 Technology 4.4%
4 Industrials 4.17%
5 Energy 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$11K ﹤0.01%
199
+1
327
$11K ﹤0.01%
204
+163
328
$11K ﹤0.01%
255
+3
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$11K ﹤0.01%
330
330
$10K ﹤0.01%
60
331
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$10K ﹤0.01%
125
333
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792
-865
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240
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330
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200
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700
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$10K ﹤0.01%
91
339
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303
+1
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$9K ﹤0.01%
283
341
$9K ﹤0.01%
414
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245
343
$9K ﹤0.01%
158
+108
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$9K ﹤0.01%
600
-100
345
$8K ﹤0.01%
207
+1
346
$8K ﹤0.01%
150
347
$8K ﹤0.01%
132
+80
348
$8K ﹤0.01%
100
349
$8K ﹤0.01%
150
350
$8K ﹤0.01%
85
12 13
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