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
601
$19K ﹤0.01%
200
602
$19K ﹤0.01%
100
603
$19K ﹤0.01%
655
+2
604
$18K ﹤0.01%
720
605
$18K ﹤0.01%
67
606
$18K ﹤0.01%
723
+7
607
$18K ﹤0.01%
657
+2
608
$18K ﹤0.01%
48
609
$18K ﹤0.01%
+165
610
$18K ﹤0.01%
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611
$18K ﹤0.01%
36
612
$18K ﹤0.01%
100
613
$18K ﹤0.01%
78
614
$18K ﹤0.01%
300
615
$18K ﹤0.01%
957
+8
616
$18K ﹤0.01%
156
617
$18K ﹤0.01%
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618
$18K ﹤0.01%
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619
$18K ﹤0.01%
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620
$17K ﹤0.01%
1,200
621
$17K ﹤0.01%
1,100
+600
622
$17K ﹤0.01%
344
623
$17K ﹤0.01%
628
624
$17K ﹤0.01%
800
625
$17K ﹤0.01%
1,168
-224
23 24
25
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