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
601
$28K ﹤0.01%
800
602
$28K ﹤0.01%
630
+1
603
$28K ﹤0.01%
515
604
$27K ﹤0.01%
800
605
$27K ﹤0.01%
142
606
$27K ﹤0.01%
5,102
-2,367
607
$27K ﹤0.01%
670
+4
608
$26K ﹤0.01%
922
609
$26K ﹤0.01%
3,300
610
$26K ﹤0.01%
981
+7
611
$26K ﹤0.01%
473
612
$26K ﹤0.01%
406
+2
613
$26K ﹤0.01%
500
614
$25K ﹤0.01%
1,200
615
$25K ﹤0.01%
492
+2
616
$25K ﹤0.01%
105
617
$25K ﹤0.01%
+2,800
618
$25K ﹤0.01%
+300
619
$25K ﹤0.01%
1,490
+121
620
$25K ﹤0.01%
1,790
-33
621
$25K ﹤0.01%
2,000
+1,000
622
$24K ﹤0.01%
2,000
623
$24K ﹤0.01%
435
624
$24K ﹤0.01%
99
625
$24K ﹤0.01%
660
23 24
25
26 27