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 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
351
$8K ﹤0.01%
400
352
$8K ﹤0.01%
166
353
$8K ﹤0.01%
303
354
$8K ﹤0.01%
429
+90
355
$8K ﹤0.01%
500
356
$8K ﹤0.01%
207
+152
357
$8K ﹤0.01%
299
358
$7K ﹤0.01%
106
359
$7K ﹤0.01%
5
360
$7K ﹤0.01%
+180
361
$7K ﹤0.01%
410
362
$7K ﹤0.01%
138
363
$7K ﹤0.01%
216
364
$7K ﹤0.01%
+165
365
$7K ﹤0.01%
91
366
$7K ﹤0.01%
187
+1
367
$7K ﹤0.01%
+224
368
$7K ﹤0.01%
731
+207
369
$6K ﹤0.01%
+800
370
$6K ﹤0.01%
689
-4
371
$6K ﹤0.01%
+189
372
$6K ﹤0.01%
100
373
$6K ﹤0.01%
100
374
$6K ﹤0.01%
+500
375
$6K ﹤0.01%
79