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
3701
$18 ﹤0.01%
+3
3702
$18 ﹤0.01%
+1
3703
$17 ﹤0.01%
+14
3704
$17 ﹤0.01%
+5
3705
$17 ﹤0.01%
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3706
$17 ﹤0.01%
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3707
$17 ﹤0.01%
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3708
$17 ﹤0.01%
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3709
$17 ﹤0.01%
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3710
$17 ﹤0.01%
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3711
$17 ﹤0.01%
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3712
$17 ﹤0.01%
+3
3713
$17 ﹤0.01%
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3714
$16 ﹤0.01%
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3715
$16 ﹤0.01%
+13
3716
$16 ﹤0.01%
+8
3717
$16 ﹤0.01%
+1
3718
$16 ﹤0.01%
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3719
$16 ﹤0.01%
+1
3720
$16 ﹤0.01%
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3721
$15 ﹤0.01%
+8
3722
$15 ﹤0.01%
+1
3723
$15 ﹤0.01%
+3
3724
$15 ﹤0.01%
+3
3725
$15 ﹤0.01%
+1