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
551
$41K ﹤0.01%
171
-129
552
$41K ﹤0.01%
1,210
+10
553
$40K ﹤0.01%
59
+47
554
$40K ﹤0.01%
200
555
$39K ﹤0.01%
410
556
$39K ﹤0.01%
1,218
-72
557
$39K ﹤0.01%
450
+50
558
$39K ﹤0.01%
750
559
$39K ﹤0.01%
+812
560
$39K ﹤0.01%
100
561
$38K ﹤0.01%
574
-420
562
$37K ﹤0.01%
840
563
$37K ﹤0.01%
2,083
+553
564
$37K ﹤0.01%
121
-797
565
$37K ﹤0.01%
1,196
+7
566
$36K ﹤0.01%
6,187
+5,477
567
$36K ﹤0.01%
346
568
$35K ﹤0.01%
720
569
$35K ﹤0.01%
905
-806
570
$35K ﹤0.01%
5,668
+3
571
$35K ﹤0.01%
1,350
572
$34K ﹤0.01%
714
+446
573
$34K ﹤0.01%
324
+300
574
$34K ﹤0.01%
1,600
575
$34K ﹤0.01%
+1,485
21 22
23
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