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
$2.33B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,940
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$23.2M
3
+$20.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$20M
5
VUG icon
Vanguard Growth ETF
VUG
+$19.3M

Top Sells

1
+$21.4M
2
+$11.4M
3
+$9.6M
4
AAPL icon
Apple
AAPL
+$7.31M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$6.28M

Sector Composition

1 Technology 6.98%
2 Financials 5.66%
3 Industrials 3.04%
4 Healthcare 2.97%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$625K 0.03%
13,751
-1,399
377
$625K 0.03%
7,402
-97
378
$623K 0.03%
9,576
+1,053
379
$619K 0.03%
4,919
+4,336
380
$619K 0.03%
12,472
-5
381
$614K 0.03%
2,591
-1,003
382
$612K 0.03%
2,544
+17
383
$612K 0.03%
7,664
-332
384
$610K 0.03%
22,887
-9
385
$605K 0.03%
21,858
+3,091
386
$604K 0.03%
7,674
-1,230
387
$604K 0.03%
6,080
+897
388
$597K 0.03%
3,025
-23
389
$594K 0.03%
19,180
-3,857
390
$592K 0.03%
2,226
-434
391
$592K 0.03%
7,220
+2,570
392
$592K 0.03%
6,685
-1,204
393
$580K 0.02%
13,152
+480
394
$578K 0.02%
11,906
-3,750
395
$577K 0.02%
3,360
-5
396
$576K 0.02%
5,236
-1,959
397
$575K 0.02%
10,316
+1,615
398
$573K 0.02%
1,131
-579
399
$572K 0.02%
4,488
+30
400
$570K 0.02%
16,015
+5,899
14 15
16
17 18