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
476
$423K 0.02%
29,214
-2,126
477
$423K 0.02%
8,494
+30
478
$421K 0.02%
8,364
-239
479
$421K 0.02%
7,666
-2,502
480
$420K 0.02%
19,551
+367
481
$420K 0.02%
12,886
+3,994
482
$419K 0.02%
61,577
-42,000
483
$417K 0.02%
6,011
-88
484
$417K 0.02%
1,028
+5
485
$416K 0.02%
2,434
-7,139
486
$412K 0.02%
12,224
+12,107
487
$411K 0.02%
7,962
+6,540
488
$411K 0.02%
5,002
-79
489
$408K 0.02%
7,796
-2,161
490
$405K 0.02%
+9,148
491
$404K 0.02%
7,973
+2,179
492
$402K 0.02%
4,156
+812
493
$402K 0.02%
6,651
-262
494
$400K 0.02%
+2,334
495
$398K 0.02%
2,235
+1,843
496
$397K 0.02%
2,899
+9
497
$394K 0.02%
6,397
+3,757
498
$393K 0.02%
3,088
-149
499
$392K 0.02%
2,965
-222
500
$390K 0.02%
4,356
-180
18 19
20
21 22