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
551
$330K 0.01%
1,003
+35
552
$330K 0.01%
27,767
+505
553
$326K 0.01%
5,699
+3,134
554
$324K 0.01%
4,346
-4,160
555
$323K 0.01%
34,690
+1,485
556
$321K 0.01%
3,188
-1,013
557
$317K 0.01%
432
-45
558
$315K 0.01%
10,664
-25
559
$314K 0.01%
15,733
+4,132
560
$313K 0.01%
1,564
-956
561
$312K 0.01%
2,001
-1,186
562
$309K 0.01%
1,035
+883
563
$307K 0.01%
12,521
-1,323
564
$306K 0.01%
4,158
+1,718
565
$305K 0.01%
6,523
+5,421
566
$304K 0.01%
1,050
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567
$303K 0.01%
7,257
-5,695
568
$303K 0.01%
5,715
-948
569
$301K 0.01%
1,596
-1,597
570
$301K 0.01%
785
-577
571
$301K 0.01%
1,183
-6,795
572
$298K 0.01%
19,419
+2,209
573
$297K 0.01%
4,342
+4,324
574
$295K 0.01%
5,171
-6,263
575
$295K 0.01%
4,304
+1,892
21 22
23
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