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
$811M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$4.46M
3
+$2.37M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.37M

Top Sells

1
+$1.34M
2
+$1.07M
3
+$974K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$933K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$919K

Sector Composition

1 Technology 8.81%
2 Financials 7.61%
3 Healthcare 5.72%
4 Industrials 5.64%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$26K ﹤0.01%
114
-13
577
$26K ﹤0.01%
1,621
+256
578
$26K ﹤0.01%
401
+52
579
$26K ﹤0.01%
97
+10
580
$25K ﹤0.01%
720
581
$25K ﹤0.01%
488
+3
582
$25K ﹤0.01%
47
-5
583
$25K ﹤0.01%
410
+3
584
$25K ﹤0.01%
670
585
$25K ﹤0.01%
967
+10
586
$25K ﹤0.01%
1,279
-9,648
587
$25K ﹤0.01%
734
+261
588
$24K ﹤0.01%
156
+81
589
$24K ﹤0.01%
272
+92
590
$24K ﹤0.01%
165
591
$24K ﹤0.01%
45
+9
592
$24K ﹤0.01%
+588
593
$24K ﹤0.01%
100
594
$24K ﹤0.01%
627
+1
595
$24K ﹤0.01%
+357
596
$24K ﹤0.01%
658
+3
597
$23K ﹤0.01%
+1,680
598
$23K ﹤0.01%
435
-111
599
$23K ﹤0.01%
143
+34
600
$22K ﹤0.01%
761
+38
22 23
24
25 26