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
$935M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,198
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.91M
3
+$6.12M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.93M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.33M

Top Sells

1
+$1.88M
2
+$1.76M
3
+$1.51M
4
VTV icon
Vanguard Value ETF
VTV
+$1.4M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.39M

Sector Composition

1 Technology 7.63%
2 Financials 7.18%
3 Industrials 5.56%
4 Healthcare 5.18%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$37K ﹤0.01%
1,350
552
$36K ﹤0.01%
180
+50
553
$36K ﹤0.01%
+1,170
554
$35K ﹤0.01%
273
+218
555
$35K ﹤0.01%
+858
556
$35K ﹤0.01%
5,665
-134
557
$34K ﹤0.01%
+512
558
$34K ﹤0.01%
750
559
$34K ﹤0.01%
+100
560
$33K ﹤0.01%
400
561
$33K ﹤0.01%
1,600
562
$33K ﹤0.01%
1,189
+7
563
$33K ﹤0.01%
346
564
$33K ﹤0.01%
691
+33
565
$32K ﹤0.01%
+173
566
$32K ﹤0.01%
720
567
$31K ﹤0.01%
956
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568
$31K ﹤0.01%
1,806
569
$31K ﹤0.01%
+612
570
$31K ﹤0.01%
950
-42
571
$31K ﹤0.01%
83
+1
572
$31K ﹤0.01%
60
+15
573
$31K ﹤0.01%
800
-2,348
574
$31K ﹤0.01%
400
575
$30K ﹤0.01%
227
-146
21 22
23
24 25