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
401
$150K 0.02%
6,960
402
$149K 0.02%
677
403
$148K 0.02%
1,798
+47
404
$147K 0.02%
3,197
-20
405
$146K 0.02%
432
-1
406
$144K 0.02%
18,004
-1,141
407
$142K 0.02%
+2,520
408
$142K 0.02%
1,786
-3,317
409
$141K 0.02%
3,048
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410
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3,926
+14
411
$139K 0.02%
2,740
-32
412
$137K 0.02%
1,768
+1,417
413
$137K 0.02%
5,972
+1,918
414
$134K 0.02%
10,122
+42
415
$134K 0.02%
372
416
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417
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1,247
418
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3,085
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419
$128K 0.02%
4,350
+5
420
$128K 0.02%
5,782
-1,710
421
$126K 0.02%
2,355
422
$125K 0.02%
3,161
-7,090
423
$125K 0.02%
924
424
$124K 0.02%
16,500
+2,000
425
$123K 0.02%
843
+36
15 16
17
18 19