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
401
$199K 0.02%
1,087
-218
402
$198K 0.02%
3,773
403
$196K 0.02%
+2,567
404
$195K 0.02%
6,960
405
$195K 0.02%
1,842
-638
406
$191K 0.02%
6,269
-2,981
407
$189K 0.02%
2,229
-3,969
408
$189K 0.02%
1,845
+214
409
$188K 0.02%
3,288
410
$184K 0.02%
1,828
+340
411
$182K 0.02%
4,968
-741
412
$174K 0.02%
1,341
-13
413
$171K 0.02%
454
+159
414
$170K 0.02%
5,717
-439
415
$169K 0.02%
3,730
-467
416
$168K 0.02%
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417
$165K 0.02%
5,442
-1,704
418
$164K 0.02%
2,041
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419
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333
-38
420
$161K 0.02%
16,340
421
$158K 0.02%
6,564
422
$156K 0.02%
1,198
+171
423
$156K 0.02%
2,005
-2,375
424
$156K 0.02%
2,386
-59
425
$154K 0.02%
4,250
+184
15 16
17
18 19