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
501
$390K 0.02%
5,872
-1,114
502
$390K 0.02%
8,222
-1,081
503
$385K 0.02%
13,360
-2,458
504
$385K 0.02%
11,497
-1,200
505
$383K 0.02%
1,712
-283
506
$382K 0.02%
8,549
+8,263
507
$379K 0.02%
6,415
-8,643
508
$378K 0.02%
2,742
-141
509
$378K 0.02%
26,080
510
$377K 0.02%
7,944
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511
$374K 0.02%
4,786
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512
$372K 0.02%
16,046
513
$372K 0.02%
3,508
-47
514
$370K 0.02%
8,286
+1
515
$369K 0.02%
2,144
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516
$366K 0.02%
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517
$366K 0.02%
9,602
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518
$363K 0.02%
3,477
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519
$363K 0.02%
2,090
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520
$359K 0.02%
9,048
-1,769
521
$359K 0.02%
16,415
-1,327
522
$358K 0.02%
9,235
-5,397
523
$357K 0.02%
874
-284
524
$357K 0.02%
+3,693
525
$354K 0.02%
24,901
-4,247
19 20
21
22 23