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
$255M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$726K
3
+$480K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$451K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$406K

Top Sells

1
+$623K
2
+$462K
3
+$205K
4
DVY icon
iShares Select Dividend ETF
DVY
+$199K
5
CVX icon
Chevron
CVX
+$183K

Sector Composition

1 Financials 7.65%
2 Healthcare 5.82%
3 Technology 4.87%
4 Industrials 4.18%
5 Energy 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12K ﹤0.01%
415
-510
327
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91
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287
+42
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257
+2
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-500
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$10K ﹤0.01%
330
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1
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+25
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$9K ﹤0.01%
207
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433
+89
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$9K ﹤0.01%
283
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$9K ﹤0.01%
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343
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125
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188
345
$9K ﹤0.01%
1,000
-2,500
346
$8K ﹤0.01%
99
-198
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$8K ﹤0.01%
450
348
$8K ﹤0.01%
100
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$8K ﹤0.01%
150
350
$8K ﹤0.01%
93
+8
12 13
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