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
501
$68K 0.01%
2,341
+4
502
$68K 0.01%
934
-451
503
$67K 0.01%
1,758
504
$66K 0.01%
251
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505
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633
-201
506
$64K 0.01%
995
507
$63K 0.01%
879
508
$63K 0.01%
6,415
+98
509
$62K 0.01%
821
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510
$61K 0.01%
1,194
511
$61K 0.01%
235
512
$59K 0.01%
1,865
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513
$59K 0.01%
16,500
514
$59K 0.01%
395
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515
$58K 0.01%
3,200
516
$58K 0.01%
1,130
+65
517
$58K 0.01%
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406
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520
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4,000
521
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522
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1,047
523
$54K 0.01%
771
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524
$54K 0.01%
629
-203
525
$54K 0.01%
1,700
19 20
21
22 23