AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
14.84%
This Quarter Return
+5.57%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$447M
AUM Growth
+$143M
(+47%)
Cap. Flow
+$116M
Cap. Flow
% of AUM
25.92%
Top 10 Holdings %
Top 10 Hldgs %
21.05%
Holding
818
New
314
Increased
283
Reduced
73
Closed
6
Top Buys
| 1 |
Sally Beauty Holdings
SBH
|
+$3.02M |
| 2 |
Amazon
AMZN
|
+$2.5M |
| 3 |
Meta Platforms (Facebook)
META
|
+$2.38M |
| 4 |
Visa
V
|
+$1.94M |
| 5 |
Alibaba
BABA
|
+$1.77M |
Top Sells
| 1 |
WBA
Walgreens Boots Alliance
WBA
|
+$13.3M |
| 2 |
LVLT
Level 3 Communications Inc
LVLT
|
+$115K |
| 3 |
Gorman-Rupp
GRC
|
+$107K |
| 4 |
Vanguard Growth ETF
VUG
|
+$102K |
| 5 |
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% |
