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
26
$3.94M 0.88%
46,294
+19,154
27
$3.82M 0.85%
28,618
-29
28
$3.76M 0.84%
35,306
-361
29
$3.75M 0.84%
35,291
+12,083
30
$3.67M 0.82%
44,963
+1,633
31
$3.55M 0.79%
142,006
+11,820
32
$3.27M 0.73%
14,946
+4,449
33
$3.02M 0.68%
+17,077
34
$3M 0.67%
63,373
+33,721
35
$3M 0.67%
10,290
+1,324
36
$2.93M 0.66%
55,840
+23,240
37
$2.91M 0.65%
18,118
+493
38
$2.86M 0.64%
10,653
+1,577
39
$2.86M 0.64%
23,339
-20
40
$2.79M 0.63%
34,916
+5,202
41
$2.75M 0.61%
29,934
+13,525
42
$2.69M 0.6%
58,621
-87
43
$2.65M 0.59%
19,047
+2,552
44
$2.64M 0.59%
55,084
+4,968
45
$2.47M 0.55%
13,159
+2,045
46
$2.4M 0.54%
25,006
+3,532
47
$2.39M 0.53%
24,239
+6,313
48
$2.38M 0.53%
46,908
-432
49
$2.37M 0.53%
84,963
-473
50
$2.34M 0.52%
27,899
-965
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2
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