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
426
$516K 0.02%
4,500
-108
427
$512K 0.02%
2,635
-463
428
$507K 0.02%
1,070
+32
429
$507K 0.02%
27,876
+3,616
430
$506K 0.02%
4,203
+1,152
431
$505K 0.02%
40,880
-2,018
432
$505K 0.02%
6,032
-15
433
$501K 0.02%
31,904
434
$500K 0.02%
4,541
-280
435
$500K 0.02%
11,372
-2,417
436
$493K 0.02%
10,514
-75
437
$490K 0.02%
10,752
-1,792
438
$489K 0.02%
7,133
+12
439
$487K 0.02%
16,500
+10,319
440
$486K 0.02%
7,537
+2,118
441
$485K 0.02%
1,886
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442
$482K 0.02%
13,358
-2,648
443
$481K 0.02%
2,390
-61
444
$479K 0.02%
1,806
+1,797
445
$477K 0.02%
+10,774
446
$475K 0.02%
2,352
+1,248
447
$474K 0.02%
5,902
+1,448
448
$470K 0.02%
1,111
+256
449
$468K 0.02%
111,693
+50,334
450
$468K 0.02%
+22,216
16 17
18
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