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
451
$87K 0.02%
+1,120
452
$86K 0.02%
1,000
-2
453
$86K 0.02%
6,804
+15
454
$85K 0.02%
1,050
455
$84K 0.02%
6,662
+12
456
$84K 0.02%
2,752
457
$81K 0.02%
234
458
$79K 0.02%
1,275
+111
459
$79K 0.02%
1,700
460
$77K 0.02%
8,696
+1,904
461
$70K 0.02%
3,153
+2,901
462
$70K 0.02%
4,186
+2,286
463
$70K 0.02%
+1,451
464
$67K 0.02%
1,520
465
$65K 0.01%
971
+13
466
$65K 0.01%
2,370
-495
467
$64K 0.01%
611
468
$64K 0.01%
1,106
-81
469
$62K 0.01%
1,050
470
$62K 0.01%
1,017
+171
471
$62K 0.01%
1,200
+63
472
$61K 0.01%
835
+1
473
$60K 0.01%
5,000
-3,500
474
$60K 0.01%
12,360
+9,400
475
$59K 0.01%
886
17 18
19
20 21