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
551
$29K ﹤0.01%
1,200
552
$29K ﹤0.01%
750
553
$28K ﹤0.01%
1,600
554
$28K ﹤0.01%
127
+15
555
$27K ﹤0.01%
120
556
$27K ﹤0.01%
346
557
$27K ﹤0.01%
255
-128
558
$27K ﹤0.01%
133
559
$26K ﹤0.01%
+2,000
560
$26K ﹤0.01%
452
-252
561
$26K ﹤0.01%
422
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562
$26K ﹤0.01%
957
-57
563
$26K ﹤0.01%
82
564
$26K ﹤0.01%
27
565
$26K ﹤0.01%
626
+1
566
$26K ﹤0.01%
488
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567
$26K ﹤0.01%
105
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$25K ﹤0.01%
546
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569
$25K ﹤0.01%
485
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570
$25K ﹤0.01%
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571
$25K ﹤0.01%
115
572
$24K ﹤0.01%
900
573
$24K ﹤0.01%
723
574
$24K ﹤0.01%
441
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575
$24K ﹤0.01%
335
21 22
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24 25