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
626
$7K ﹤0.01%
35
+20
627
$7K ﹤0.01%
100
628
$7K ﹤0.01%
385
+187
629
$7K ﹤0.01%
90
+45
630
$7K ﹤0.01%
73
631
$7K ﹤0.01%
+43
632
$7K ﹤0.01%
+174
633
$7K ﹤0.01%
400
634
$6K ﹤0.01%
138
+18
635
$6K ﹤0.01%
400
636
$6K ﹤0.01%
90
637
$6K ﹤0.01%
464
+228
638
$6K ﹤0.01%
100
639
$6K ﹤0.01%
170
-194
640
$6K ﹤0.01%
70
+30
641
$6K ﹤0.01%
51
+29
642
$6K ﹤0.01%
298
+147
643
$5K ﹤0.01%
474
+11
644
$5K ﹤0.01%
600
+300
645
$5K ﹤0.01%
101
+1
646
$5K ﹤0.01%
30
647
$5K ﹤0.01%
128
648
$5K ﹤0.01%
+125
649
$5K ﹤0.01%
37
+23
650
$5K ﹤0.01%
127
+62
24 25
26
27 28