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
$701M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,067
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.45M
3
+$4.02M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.68M

Top Sells

1
+$1.86M
2
+$1.7M
3
+$1.49M
4
DBAW icon
Xtrackers MSCI All World ex US Hedged Equity ETF
DBAW
+$1.34M
5
DEUS icon
Xtrackers Russell US Multifactor ETF
DEUS
+$1.31M

Sector Composition

1 Technology 8.91%
2 Financials 7.34%
3 Healthcare 5.74%
4 Industrials 5.51%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$48K 0.01%
235
502
$48K 0.01%
2,001
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503
$47K 0.01%
315
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504
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506
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401
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507
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144
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508
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287
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509
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560
510
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3,594
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511
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3,200
512
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295
513
$42K 0.01%
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514
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1,785
515
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1,320
516
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517
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519
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521
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522
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694
523
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1,810
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524
$36K 0.01%
+1,371
525
$36K 0.01%
101
+1
19 20
21
22 23