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
326
$202K 0.05%
+1,778
327
$201K 0.05%
+8,037
328
$198K 0.04%
+11,714
329
$198K 0.04%
+2,395
330
$197K 0.04%
+2,886
331
$196K 0.04%
+2,933
332
$195K 0.04%
+1,540
333
$194K 0.04%
+608
334
$194K 0.04%
+3,500
335
$193K 0.04%
+1,960
336
$193K 0.04%
+4,540
337
$192K 0.04%
+3,150
338
$192K 0.04%
+4,090
339
$192K 0.04%
+1,232
340
$192K 0.04%
2,581
-67
341
$192K 0.04%
+16,467
342
$192K 0.04%
+8,669
343
$191K 0.04%
+1,569
344
$190K 0.04%
+49
345
$190K 0.04%
4,026
-86
346
$189K 0.04%
+1,801
347
$189K 0.04%
+5,363
348
$189K 0.04%
1,809
+1,609
349
$187K 0.04%
+4,162
350
$187K 0.04%
1,559
+1,529
12 13
14
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