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
551
$19K ﹤0.01%
+150
552
$18K ﹤0.01%
+15
553
$18K ﹤0.01%
1,200
554
$18K ﹤0.01%
179
+12
555
$18K ﹤0.01%
754
556
$18K ﹤0.01%
200
-300
557
$18K ﹤0.01%
800
558
$17K ﹤0.01%
230
+13
559
$17K ﹤0.01%
235
-144
560
$17K ﹤0.01%
250
561
$17K ﹤0.01%
788
-1,745
562
$16K ﹤0.01%
1,000
563
$16K ﹤0.01%
313
564
$16K ﹤0.01%
142
+33
565
$16K ﹤0.01%
346
566
$15K ﹤0.01%
717
567
$15K ﹤0.01%
184
-22
568
$15K ﹤0.01%
+392
569
$15K ﹤0.01%
217
570
$14K ﹤0.01%
500
571
$14K ﹤0.01%
1,400
572
$14K ﹤0.01%
364
+32
573
$14K ﹤0.01%
77
+16
574
$13K ﹤0.01%
829
575
$13K ﹤0.01%
513
+13
21 22
23
24 25