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
601
$22K ﹤0.01%
3,300
602
$22K ﹤0.01%
+250
603
$22K ﹤0.01%
781
+153
604
$22K ﹤0.01%
+262
605
$22K ﹤0.01%
300
606
$22K ﹤0.01%
153
-3
607
$22K ﹤0.01%
500
608
$21K ﹤0.01%
3,300
+1,300
609
$21K ﹤0.01%
1,200
610
$21K ﹤0.01%
660
+3
611
$21K ﹤0.01%
800
612
$21K ﹤0.01%
657
613
$21K ﹤0.01%
560
+552
614
$21K ﹤0.01%
500
615
$21K ﹤0.01%
+1,115
616
$20K ﹤0.01%
921
+5
617
$20K ﹤0.01%
310
618
$20K ﹤0.01%
589
+581
619
$20K ﹤0.01%
67
620
$20K ﹤0.01%
560
621
$20K ﹤0.01%
100
+98
622
$20K ﹤0.01%
+143
623
$19K ﹤0.01%
+400
624
$19K ﹤0.01%
270
-65
625
$19K ﹤0.01%
980
23 24
25
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