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
626
$17K ﹤0.01%
+352
627
$17K ﹤0.01%
500
628
$16K ﹤0.01%
310
629
$16K ﹤0.01%
458
-509
630
$16K ﹤0.01%
175
-79
631
$16K ﹤0.01%
300
632
$16K ﹤0.01%
780
633
$16K ﹤0.01%
1,505
634
$16K ﹤0.01%
648
635
$16K ﹤0.01%
421
+121
636
$15K ﹤0.01%
560
637
$15K ﹤0.01%
954
-10
638
$15K ﹤0.01%
94
+1
639
$15K ﹤0.01%
509
+1
640
$15K ﹤0.01%
980
+800
641
$15K ﹤0.01%
109
642
$15K ﹤0.01%
600
643
$15K ﹤0.01%
2,083
644
$14K ﹤0.01%
180
645
$14K ﹤0.01%
250
+125
646
$14K ﹤0.01%
1,250
647
$14K ﹤0.01%
445
648
$14K ﹤0.01%
500
649
$13K ﹤0.01%
316
650
$13K ﹤0.01%
170
24 25
26
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