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
576
$13K ﹤0.01%
153
577
$13K ﹤0.01%
600
578
$13K ﹤0.01%
138
+77
579
$13K ﹤0.01%
120
+62
580
$13K ﹤0.01%
100
581
$12K ﹤0.01%
500
-200
582
$12K ﹤0.01%
602
+163
583
$12K ﹤0.01%
111
+20
584
$11K ﹤0.01%
199
+24
585
$11K ﹤0.01%
54
+4
586
$11K ﹤0.01%
125
587
$11K ﹤0.01%
50
588
$11K ﹤0.01%
95
589
$11K ﹤0.01%
+213
590
$10K ﹤0.01%
1
591
$10K ﹤0.01%
134
+14
592
$10K ﹤0.01%
438
+1
593
$10K ﹤0.01%
6
+1
594
$10K ﹤0.01%
335
+178
595
$10K ﹤0.01%
200
596
$10K ﹤0.01%
+1,770
597
$10K ﹤0.01%
150
598
$10K ﹤0.01%
400
599
$9K ﹤0.01%
165
+15
600
$9K ﹤0.01%
179
+110
22 23
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