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 Buys

1
+$1.65M
2
+$726K
3
+$480K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$451K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$406K

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
376
$6K ﹤0.01%
152
-561
377
$6K ﹤0.01%
178
378
$6K ﹤0.01%
91
379
$6K ﹤0.01%
+2,000
380
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400
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126
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$5K ﹤0.01%
125
+1
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30
-30
384
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53
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100
386
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293
+98
387
$4K ﹤0.01%
+264
388
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144
389
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390
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50
391
$4K ﹤0.01%
415
+12
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500
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$4K ﹤0.01%
+40
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398
$4K ﹤0.01%
50
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$4K ﹤0.01%
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400
$4K ﹤0.01%
100
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