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
526
$54K 0.01%
388
+35
527
$53K 0.01%
1,785
528
$53K 0.01%
1,200
529
$52K 0.01%
2,304
530
$52K 0.01%
3,729
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531
$50K 0.01%
552
532
$48K ﹤0.01%
830
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533
$48K ﹤0.01%
700
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534
$48K ﹤0.01%
803
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535
$47K ﹤0.01%
1,299
+131
536
$47K ﹤0.01%
648
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537
$45K ﹤0.01%
2,639
538
$45K ﹤0.01%
306
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539
$44K ﹤0.01%
+444
540
$44K ﹤0.01%
102
541
$44K ﹤0.01%
212
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$44K ﹤0.01%
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351
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$43K ﹤0.01%
456
545
$42K ﹤0.01%
858
546
$42K ﹤0.01%
1,200
+510
547
$42K ﹤0.01%
689
548
$41K ﹤0.01%
794
+305
549
$41K ﹤0.01%
1,575
+100
550
$41K ﹤0.01%
651
-4,996
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