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
$447M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.5M
3
+$2.38M
4
V icon
Visa
V
+$1.94M
5
BABA icon
Alibaba
BABA
+$1.77M

Top Sells

1
+$13.3M
2
+$115K
3
+$107K
4
VUG icon
Vanguard Growth ETF
VUG
+$102K
5
MA icon
Mastercard
MA
+$102K

Sector Composition

1 Financials 10.23%
2 Healthcare 7.24%
3 Industrials 6.84%
4 Technology 6.79%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$26K 0.01%
1,900
527
$25K 0.01%
683
+286
528
$25K 0.01%
700
+200
529
$25K 0.01%
181
530
$24K 0.01%
136
+11
531
$24K 0.01%
131
+6
532
$24K 0.01%
750
533
$24K 0.01%
104
+4
534
$22K ﹤0.01%
200
+40
535
$22K ﹤0.01%
350
536
$22K ﹤0.01%
222
+20
537
$22K ﹤0.01%
1,148
+802
538
$22K ﹤0.01%
133
+1
539
$21K ﹤0.01%
384
540
$21K ﹤0.01%
700
-250
541
$21K ﹤0.01%
133
542
$21K ﹤0.01%
1,600
543
$20K ﹤0.01%
+149
544
$20K ﹤0.01%
489
545
$20K ﹤0.01%
310
+253
546
$19K ﹤0.01%
1,500
547
$19K ﹤0.01%
673
548
$19K ﹤0.01%
674
+345
549
$19K ﹤0.01%
199
550
$19K ﹤0.01%
416
+16
20 21
22
23 24