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
$236M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$918K
3
+$489K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$461K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$397K

Top Sells

1
+$1.09M
2
+$356K
3
+$252K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$198K
5
VTV icon
Vanguard Value ETF
VTV
+$153K

Sector Composition

1 Financials 7.48%
2 Healthcare 5.75%
3 Technology 4.4%
4 Industrials 4.17%
5 Energy 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 1.05%
25,693
+820
27
$2.4M 1.02%
25,893
+2,011
28
$2.4M 1.02%
27,509
-12,523
29
$2.24M 0.95%
87,842
+7,908
30
$2.23M 0.95%
17,994
-384
31
$2.05M 0.87%
58,269
-3,592
32
$2.05M 0.87%
246,780
+14,820
33
$1.92M 0.82%
30,016
+1,938
34
$1.8M 0.76%
36,934
+2,580
35
$1.73M 0.73%
15,009
-934
36
$1.62M 0.69%
19,087
-4,207
37
$1.61M 0.68%
29,836
-1,488
38
$1.57M 0.67%
54,413
-275
39
$1.55M 0.66%
12,871
-302
40
$1.53M 0.65%
72,014
+463
41
$1.49M 0.63%
15,269
-357
42
$1.48M 0.63%
7,044
+429
43
$1.46M 0.62%
10,372
-105
44
$1.42M 0.6%
11,129
-164
45
$1.41M 0.6%
15,093
-3
46
$1.41M 0.6%
25,194
-1,830
47
$1.4M 0.6%
11,747
-109
48
$1.38M 0.59%
27,023
-1,239
49
$1.36M 0.58%
16,402
+104
50
$1.35M 0.57%
14,840
+82
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2
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