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
401
$569K 0.02%
5,288
-1,393
402
$568K 0.02%
18,400
+2,303
403
$564K 0.02%
3,107
-1,091
404
$562K 0.02%
9,600
-4,415
405
$561K 0.02%
34,173
-33,458
406
$561K 0.02%
1,372
-46
407
$558K 0.02%
6,594
+1,380
408
$555K 0.02%
9,337
409
$554K 0.02%
1,185
-447
410
$552K 0.02%
8,532
-319
411
$549K 0.02%
9,132
-218
412
$548K 0.02%
18,461
+12,326
413
$547K 0.02%
38,203
-24,297
414
$546K 0.02%
19,274
415
$542K 0.02%
33,252
-27,708
416
$537K 0.02%
11,098
417
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3,201
-53
418
$530K 0.02%
18,452
419
$528K 0.02%
6,149
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420
$528K 0.02%
4,322
-645
421
$524K 0.02%
2,457
-1,102
422
$522K 0.02%
12,210
+2,694
423
$522K 0.02%
2,840
-49
424
$518K 0.02%
4,645
+1,304
425
$517K 0.02%
11,929
+500
15 16
17
18 19