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
376
$275K 0.03%
5,877
-899
377
$274K 0.03%
1,467
+612
378
$270K 0.03%
6,656
+5
379
$265K 0.03%
1,820
+900
380
$264K 0.03%
2,688
-1,400
381
$263K 0.03%
339
-3,846
382
$261K 0.03%
4,319
+873
383
$261K 0.03%
852
384
$250K 0.03%
5,518
385
$249K 0.03%
4,522
386
$249K 0.03%
4,735
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387
$245K 0.02%
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-152
388
$234K 0.02%
1,987
-135
389
$228K 0.02%
7,524
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390
$228K 0.02%
3,765
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391
$221K 0.02%
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392
$221K 0.02%
3,684
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393
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2,436
394
$219K 0.02%
5,920
395
$218K 0.02%
1,012
396
$216K 0.02%
9,313
-885
397
$214K 0.02%
985
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398
$208K 0.02%
4,370
+88
399
$207K 0.02%
3,206
+6
400
$204K 0.02%
552
-3,375
14 15
16
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