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
$2.33B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,940
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$23.2M
3
+$20.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$20M
5
VUG icon
Vanguard Growth ETF
VUG
+$19.3M

Top Sells

1
+$21.4M
2
+$11.4M
3
+$9.6M
4
AAPL icon
Apple
AAPL
+$7.31M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$6.28M

Sector Composition

1 Technology 6.97%
2 Financials 5.66%
3 Industrials 3.04%
4 Healthcare 2.97%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$264K 0.01%
967
+96
602
$263K 0.01%
2,926
-370
603
$263K 0.01%
2,868
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$261K 0.01%
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605
$260K 0.01%
2,519
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606
$260K 0.01%
3,545
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607
$258K 0.01%
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608
$257K 0.01%
4,842
-3,306
609
$257K 0.01%
48,000
610
$257K 0.01%
1,169
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611
$256K 0.01%
1,943
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612
$255K 0.01%
477
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613
$254K 0.01%
1,248
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614
$252K 0.01%
21,224
+4,251
615
$250K 0.01%
4,963
-19,463
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$250K 0.01%
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617
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$247K 0.01%
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619
$247K 0.01%
80,910
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620
$246K 0.01%
2,096
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621
$245K 0.01%
2,718
622
$245K 0.01%
1,905
+126
623
$244K 0.01%
6,594
624
$243K 0.01%
5,890
-549
625
$242K 0.01%
12,293
+5,375
23 24
25
26 27