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
426
$123K 0.02%
14,560
427
$122K 0.02%
4,039
-138
428
$121K 0.02%
1,833
+202
429
$120K 0.02%
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-3,520
430
$117K 0.02%
2,272
+36
431
$116K 0.02%
+1,947
432
$114K 0.02%
1,835
433
$114K 0.02%
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-900
434
$113K 0.02%
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435
$111K 0.02%
29,000
+14,500
436
$111K 0.02%
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437
$109K 0.02%
521
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438
$109K 0.02%
1,750
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439
$109K 0.02%
939
+1
440
$108K 0.02%
1,260
441
$107K 0.02%
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442
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443
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$105K 0.02%
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-4,127
446
$104K 0.01%
16,000
+2,000
447
$104K 0.01%
1,646
+56
448
$103K 0.01%
5,135
+2,059
449
$102K 0.01%
2,810
+114
450
$102K 0.01%
1,292
-193
16 17
18
19 20