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
401
$144K 0.03%
3,498
+2,069
402
$144K 0.03%
+4,900
403
$142K 0.03%
+8,659
404
$141K 0.03%
+1,924
405
$139K 0.03%
+1,780
406
$139K 0.03%
+1,647
407
$139K 0.03%
+2,570
408
$138K 0.03%
3,536
+48
409
$135K 0.03%
4,217
410
$135K 0.03%
+1,263
411
$135K 0.03%
3,039
+2,858
412
$134K 0.03%
1,870
+40
413
$133K 0.03%
+14,351
414
$133K 0.03%
+4,471
415
$132K 0.03%
+9,317
416
$130K 0.03%
+1,412
417
$129K 0.03%
+2,759
418
$129K 0.03%
+3,530
419
$129K 0.03%
3,253
+3,073
420
$128K 0.03%
2,309
421
$127K 0.03%
2,200
422
$126K 0.03%
+2,033
423
$126K 0.03%
+4,620
424
$125K 0.03%
+1,488
425
$124K 0.03%
+1,120
15 16
17
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