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
451
$101K 0.01%
1,915
-902
452
$99K 0.01%
1,259
+1
453
$99K 0.01%
3,410
+1,551
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$98K 0.01%
735
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455
$96K 0.01%
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456
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1,000
457
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458
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489
459
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510
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460
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461
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4,148
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462
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5,003
-10
463
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$86K 0.01%
686
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3,287
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466
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873
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1,862
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$77K 0.01%
2,600
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2,512
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473
$76K 0.01%
2,600
474
$74K 0.01%
1,000
475
$74K 0.01%
2,971
+9
17 18
19
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