AWM

Avior Wealth Management Portfolio holdings

AUM $3.1B
1-Year Est. Return 14.74%
This Quarter Est. Return
1 Year Est. Return
+14.74%
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
576
$34K ﹤0.01%
100
577
$34K ﹤0.01%
1,314
+16
578
$33K ﹤0.01%
1,806
579
$33K ﹤0.01%
1,073
-97
580
$33K ﹤0.01%
312
581
$33K ﹤0.01%
113
+1
582
$33K ﹤0.01%
400
583
$33K ﹤0.01%
116
584
$32K ﹤0.01%
214
+41
585
$32K ﹤0.01%
108
-102
586
$32K ﹤0.01%
939
-11
587
$32K ﹤0.01%
167
+24
588
$32K ﹤0.01%
657
589
$32K ﹤0.01%
133
590
$31K ﹤0.01%
227
591
$31K ﹤0.01%
1,470
-19,447
592
$30K ﹤0.01%
+1,200
593
$30K ﹤0.01%
164
+11
594
$29K ﹤0.01%
315
+100
595
$29K ﹤0.01%
542
596
$29K ﹤0.01%
419
+4
597
$29K ﹤0.01%
152
+15
598
$28K ﹤0.01%
351
-1,465
599
$28K ﹤0.01%
373
-25
600
$28K ﹤0.01%
1,082
+952
22 23
24
25 26