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
426
$123K 0.03%
+3,260
427
$122K 0.03%
1,596
+15
428
$119K 0.03%
2,741
+13
429
$118K 0.03%
2,300
+416
430
$117K 0.03%
1,947
+1
431
$117K 0.03%
851
+5
432
$117K 0.03%
1,945
+40
433
$116K 0.03%
+2,565
434
$115K 0.03%
775
+286
435
$115K 0.03%
+3,330
436
$113K 0.03%
3,620
-3,418
437
$112K 0.03%
20,830
-483
438
$111K 0.02%
1,427
-100
439
$110K 0.02%
1,752
+156
440
$109K 0.02%
2,898
+12
441
$106K 0.02%
1,314
-111
442
$104K 0.02%
+1,168
443
$104K 0.02%
+1,686
444
$100K 0.02%
+33,504
445
$98K 0.02%
2,180
+471
446
$97K 0.02%
788
-7
447
$96K 0.02%
3,360
+7
448
$91K 0.02%
1,889
+85
449
$90K 0.02%
2,500
450
$89K 0.02%
751
-249
16 17
18
19 20