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
451
$467K 0.02%
20,333
+5,991
452
$467K 0.02%
9,729
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12,307
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455
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3,360
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15,642
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6,574
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11,764
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459
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460
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461
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1,034
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462
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38,195
-49,247
463
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563
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17,850
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467
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19,814
-3,315
470
$431K 0.02%
4,099
-409
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$431K 0.02%
16,377
+15,018
472
$430K 0.02%
8,464
-2,210
473
$427K 0.02%
2,026
-396
474
$427K 0.02%
5,928
+1,494
475
$424K 0.02%
6,390
-1,250
17 18
19
20 21