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
$2.15B
AUM Growth
+$502M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,892
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$14.4M
3 +$13.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.3M
5
BA icon
Boeing
BA
+$8.31M

Sector Composition

1 Technology 7.87%
2 Financials 7.18%
3 Industrials 3.97%
4 Healthcare 3.68%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
$30 ﹤0.01%
+1
3602
$30 ﹤0.01%
+2
3603
$30 ﹤0.01%
+5
3604
$30 ﹤0.01%
+10
3605
$30 ﹤0.01%
+6
3606
$30 ﹤0.01%
+1
3607
$29 ﹤0.01%
+9
3608
$29 ﹤0.01%
+1
3609
$29 ﹤0.01%
+1
3610
$29 ﹤0.01%
+2
3611
$29 ﹤0.01%
+1
3612
$29 ﹤0.01%
+10
3613
$29 ﹤0.01%
+1
3614
$29 ﹤0.01%
+2
3615
$28 ﹤0.01%
+14
3616
$28 ﹤0.01%
+10
3617
$28 ﹤0.01%
+5
3618
$28 ﹤0.01%
+3
3619
$28 ﹤0.01%
+7
3620
$28 ﹤0.01%
+3
3621
$28 ﹤0.01%
2
3622
$28 ﹤0.01%
+3
3623
$28 ﹤0.01%
+1
3624
$28 ﹤0.01%
+1
3625
$28 ﹤0.01%
+5