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
$701M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,067
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.45M
3
+$4.02M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.68M

Top Sells

1
+$1.86M
2
+$1.7M
3
+$1.49M
4
DBAW icon
Xtrackers MSCI All World ex US Hedged Equity ETF
DBAW
+$1.34M
5
DEUS icon
Xtrackers Russell US Multifactor ETF
DEUS
+$1.31M

Sector Composition

1 Technology 8.91%
2 Financials 7.34%
3 Healthcare 5.74%
4 Industrials 5.51%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$197K 0.03%
+2,769
377
$197K 0.03%
21,980
+1,370
378
$197K 0.03%
727
-173
379
$192K 0.03%
1,993
-373
380
$191K 0.03%
35,445
-19,347
381
$188K 0.03%
2,002
-481
382
$188K 0.03%
1,281
383
$186K 0.03%
3,175
+712
384
$172K 0.02%
1,875
-2,433
385
$172K 0.02%
852
-199
386
$172K 0.02%
4,803
+6
387
$171K 0.02%
1,012
-224
388
$169K 0.02%
7,779
-1,880
389
$168K 0.02%
6,038
-6,614
390
$166K 0.02%
7,492
-1,743
391
$162K 0.02%
4,209
+2,303
392
$161K 0.02%
1,266
-1,546
393
$161K 0.02%
17,094
394
$158K 0.02%
23,731
+162
395
$158K 0.02%
6,108
+12
396
$157K 0.02%
1,418
-2,027
397
$157K 0.02%
3,757
+1,985
398
$156K 0.02%
2,958
-2,514
399
$155K 0.02%
1,044
-39
400
$150K 0.02%
4,992
-1,352
14 15
16
17 18