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
$935M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,198
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.91M
3
+$6.12M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.93M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.33M

Top Sells

1
+$1.88M
2
+$1.76M
3
+$1.51M
4
VTV icon
Vanguard Value ETF
VTV
+$1.4M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.39M

Sector Composition

1 Technology 7.63%
2 Financials 7.18%
3 Industrials 5.56%
4 Healthcare 5.18%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$96K 0.01%
590
+586
477
$95K 0.01%
1,385
+536
478
$94K 0.01%
2,164
-496
479
$92K 0.01%
6,640
-1,213
480
$90K 0.01%
16,500
481
$90K 0.01%
2,470
482
$86K 0.01%
29,000
483
$85K 0.01%
834
+799
484
$84K 0.01%
1,303
485
$83K 0.01%
+1,632
486
$82K 0.01%
830
+276
487
$81K 0.01%
18,800
+2,000
488
$81K 0.01%
1,549
-105
489
$80K 0.01%
1,021
+4
490
$79K 0.01%
1,320
491
$79K 0.01%
2,344
+339
492
$78K 0.01%
1,030
+515
493
$78K 0.01%
1,300
-68
494
$75K 0.01%
1,000
495
$73K 0.01%
1,173
+1
496
$71K 0.01%
2,477
-235
497
$69K 0.01%
+832
498
$69K 0.01%
758
-55
499
$68K 0.01%
2,337
-269
500
$68K 0.01%
309
18 19
20
21 22