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
376
$166K 0.04%
+3,400
377
$166K 0.04%
+2,024
378
$166K 0.04%
+1,955
379
$166K 0.04%
5,453
+5,128
380
$164K 0.04%
3,134
+3,047
381
$162K 0.04%
+3,226
382
$161K 0.04%
+2,456
383
$160K 0.04%
+2,927
384
$160K 0.04%
+3,110
385
$160K 0.04%
3,489
+3,274
386
$154K 0.03%
+621
387
$153K 0.03%
1,933
+24
388
$152K 0.03%
+4,426
389
$151K 0.03%
2,332
+1
390
$151K 0.03%
+2,480
391
$151K 0.03%
879
+12
392
$150K 0.03%
+1,499
393
$149K 0.03%
+10,001
394
$149K 0.03%
2,328
+12
395
$148K 0.03%
+4,878
396
$147K 0.03%
+963
397
$146K 0.03%
2,682
+8
398
$146K 0.03%
+805
399
$145K 0.03%
+2,970
400
$144K 0.03%
+2,949
14 15
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