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
526
$35K 0.01%
466
-468
527
$35K 0.01%
486
+3
528
$35K 0.01%
543
-126
529
$35K 0.01%
1,172
+8
530
$35K 0.01%
1,350
531
$35K 0.01%
2,817
532
$34K ﹤0.01%
+1,582
533
$34K ﹤0.01%
738
+42
534
$34K ﹤0.01%
+500
535
$34K ﹤0.01%
160
+10
536
$34K ﹤0.01%
320
+28
537
$34K ﹤0.01%
587
+286
538
$33K ﹤0.01%
1,284
+3
539
$33K ﹤0.01%
+1,518
540
$33K ﹤0.01%
+1,530
541
$32K ﹤0.01%
350
+300
542
$32K ﹤0.01%
1,200
+600
543
$31K ﹤0.01%
+1,320
544
$31K ﹤0.01%
100
-25
545
$31K ﹤0.01%
301
+1
546
$31K ﹤0.01%
280
547
$31K ﹤0.01%
+1,289
548
$30K ﹤0.01%
18
549
$30K ﹤0.01%
140
+40
550
$30K ﹤0.01%
552
20 21
22
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