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
351
$186K 0.04%
+12,840
352
$186K 0.04%
6,415
+6,039
353
$184K 0.04%
4,360
+4,060
354
$184K 0.04%
+12,108
355
$183K 0.04%
5,547
+363
356
$183K 0.04%
+295
357
$183K 0.04%
+1,614
358
$181K 0.04%
1,324
+3
359
$177K 0.04%
+3,466
360
$177K 0.04%
644
+639
361
$177K 0.04%
+9,220
362
$175K 0.04%
+8,736
363
$175K 0.04%
+3,375
364
$172K 0.04%
+2,610
365
$171K 0.04%
+3,745
366
$170K 0.04%
+2,950
367
$169K 0.04%
+3,329
368
$168K 0.04%
2,013
-607
369
$168K 0.04%
13,477
+6,737
370
$167K 0.04%
8,292
+8,212
371
$167K 0.04%
+2,468
372
$167K 0.04%
3,892
+58
373
$167K 0.04%
+2,510
374
$167K 0.04%
+9,305
375
$166K 0.04%
+1,695
13 14
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