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
426
$154K 0.02%
1,258
-9
427
$153K 0.02%
1,427
-90
428
$152K 0.02%
450
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429
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4,363
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430
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5,379
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431
$144K 0.01%
873
432
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1,835
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433
$142K 0.01%
948
434
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2,459
-673
435
$139K 0.01%
942
-18
436
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2,167
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437
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439
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440
$132K 0.01%
764
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441
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1,184
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445
$126K 0.01%
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446
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760
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$120K 0.01%
591
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448
$120K 0.01%
6,930
-264
449
$119K 0.01%
225
450
$118K 0.01%
1,530
+10
16 17
18
19 20