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
601
$9K ﹤0.01%
77
+42
602
$9K ﹤0.01%
180
603
$9K ﹤0.01%
100
604
$9K ﹤0.01%
95
+62
605
$9K ﹤0.01%
25
606
$9K ﹤0.01%
455
+55
607
$9K ﹤0.01%
+200
608
$9K ﹤0.01%
1,000
609
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191
+100
610
$8K ﹤0.01%
126
+61
611
$8K ﹤0.01%
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612
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414
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500
614
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150
-1,000
615
$8K ﹤0.01%
216
616
$8K ﹤0.01%
220
617
$8K ﹤0.01%
93
+1
618
$8K ﹤0.01%
44
+8
619
$8K ﹤0.01%
400
620
$7K ﹤0.01%
100
621
$7K ﹤0.01%
92
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622
$7K ﹤0.01%
50
+7
623
$7K ﹤0.01%
77
+37
624
$7K ﹤0.01%
172
+84
625
$7K ﹤0.01%
+50
23 24
25
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