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
$995M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$2.22M
3
+$1.98M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.95M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.94M

Top Sells

1
+$46.6M
2
+$2.98M
3
+$2.2M
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$1.88M
5
CLGX
Corelogic, Inc.
CLGX
+$1.37M

Sector Composition

1 Technology 7.61%
2 Financials 7.41%
3 Industrials 5.15%
4 Healthcare 5.08%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$338K 0.03%
2,990
+171
352
$335K 0.03%
4,531
-233
353
$331K 0.03%
915
354
$331K 0.03%
3,539
-5,087
355
$328K 0.03%
2,409
356
$328K 0.03%
849
-95
357
$324K 0.03%
4,404
+4,004
358
$319K 0.03%
1,555
359
$318K 0.03%
4,642
+4,611
360
$318K 0.03%
1,502
+772
361
$316K 0.03%
7,445
-1,114
362
$310K 0.03%
1,127
+1,122
363
$307K 0.03%
2,800
-1,698
364
$302K 0.03%
1,734
365
$301K 0.03%
12,885
-1,985
366
$300K 0.03%
1,983
-2,501
367
$299K 0.03%
9,950
-1,025
368
$295K 0.03%
4,773
+222
369
$293K 0.03%
6,213
+33
370
$288K 0.03%
8,119
371
$287K 0.03%
+7,650
372
$285K 0.03%
3,124
-1
373
$284K 0.03%
1,004
-1,407
374
$283K 0.03%
2,705
+62
375
$281K 0.03%
1,207
-92
13 14
15
16 17