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
476
$90K 0.01%
3,408
+1,678
477
$90K 0.01%
1,551
+2
478
$89K 0.01%
2,470
479
$89K 0.01%
2,448
+104
480
$88K 0.01%
1,023
+2
481
$87K 0.01%
558
+285
482
$85K 0.01%
29,000
483
$85K 0.01%
1,601
-31
484
$84K 0.01%
20,000
+1,200
485
$84K 0.01%
1,320
486
$84K 0.01%
2,018
-1,110
487
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894
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488
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1,003
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489
$79K 0.01%
1,030
490
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+503
491
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1,176
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493
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2,477
494
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758
495
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1,303
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496
$74K 0.01%
569
+3
497
$73K 0.01%
500
498
$71K 0.01%
1,320
+629
499
$70K 0.01%
1,315
+551
500
$69K 0.01%
309
18 19
20
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