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
576
$24K ﹤0.01%
312
577
$24K ﹤0.01%
+3,000
578
$24K ﹤0.01%
401
+1
579
$24K ﹤0.01%
349
580
$23K ﹤0.01%
180
581
$23K ﹤0.01%
908
+340
582
$23K ﹤0.01%
265
-177
583
$23K ﹤0.01%
456
584
$21K ﹤0.01%
765
585
$21K ﹤0.01%
407
+2
586
$21K ﹤0.01%
96
+36
587
$21K ﹤0.01%
6,620
+14
588
$21K ﹤0.01%
824
589
$20K ﹤0.01%
800
590
$20K ﹤0.01%
+916
591
$20K ﹤0.01%
1,170
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592
$20K ﹤0.01%
660
593
$20K ﹤0.01%
+360
594
$20K ﹤0.01%
670
595
$20K ﹤0.01%
349
+49
596
$20K ﹤0.01%
87
+17
597
$20K ﹤0.01%
147
+140
598
$19K ﹤0.01%
1,275
599
$19K ﹤0.01%
92
600
$19K ﹤0.01%
+3,300
22 23
24
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