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
451
$116K 0.01%
2,164
-378
452
$116K 0.01%
1,619
+5
453
$116K 0.01%
4,062
+61
454
$113K 0.01%
5,630
455
$112K 0.01%
1,242
-344
456
$112K 0.01%
746
+350
457
$112K 0.01%
461
+21
458
$111K 0.01%
840
-13
459
$109K 0.01%
1,325
460
$108K 0.01%
1,890
-88
461
$108K 0.01%
1,260
462
$106K 0.01%
2,600
463
$105K 0.01%
2,085
-343
464
$105K 0.01%
1,850
465
$103K 0.01%
2,491
466
$103K 0.01%
2,285
+66
467
$102K 0.01%
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-125
468
$101K 0.01%
1,264
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469
$99K 0.01%
512
470
$99K 0.01%
6,305
-335
471
$96K 0.01%
1,820
+1,020
472
$95K 0.01%
1,298
+1
473
$94K 0.01%
2,186
-156
474
$91K 0.01%
835
+5
475
$90K 0.01%
504
+1
17 18
19
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