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
526
$353K 0.02%
31,806
+44
527
$351K 0.02%
+12,129
528
$350K 0.02%
11,211
-1,266
529
$347K 0.01%
8,944
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530
$345K 0.01%
11,909
531
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16,026
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532
$343K 0.01%
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533
$342K 0.01%
12,817
-6,212
534
$340K 0.01%
21,140
+119
535
$339K 0.01%
611
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536
$338K 0.01%
2,847
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537
$337K 0.01%
1,911
-218
538
$337K 0.01%
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539
$336K 0.01%
6,111
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540
$336K 0.01%
1,344
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$336K 0.01%
9,603
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11,662
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543
$334K 0.01%
5,468
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544
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545
$333K 0.01%
4,594
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546
$333K 0.01%
36,643
-16,337
547
$333K 0.01%
2,638
-51
548
$331K 0.01%
20,214
+17,845
549
$330K 0.01%
8,010
-302
550
$330K 0.01%
18,682
+9,018
20 21
22
23 24