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
626
$24K ﹤0.01%
711
+100
627
$24K ﹤0.01%
354
628
$24K ﹤0.01%
125
629
$24K ﹤0.01%
182
+129
630
$23K ﹤0.01%
150
-140
631
$23K ﹤0.01%
85
-95
632
$23K ﹤0.01%
751
+14
633
$23K ﹤0.01%
669
+6
634
$23K ﹤0.01%
1,032
+1,000
635
$23K ﹤0.01%
299
+99
636
$23K ﹤0.01%
67
637
$22K ﹤0.01%
239
+84
638
$22K ﹤0.01%
560
639
$22K ﹤0.01%
50
640
$22K ﹤0.01%
+375
641
$22K ﹤0.01%
136
642
$21K ﹤0.01%
616
643
$21K ﹤0.01%
573
644
$21K ﹤0.01%
1,115
645
$21K ﹤0.01%
998
+3
646
$20K ﹤0.01%
1,000
647
$20K ﹤0.01%
120
-152
648
$20K ﹤0.01%
1,005
+1,000
649
$20K ﹤0.01%
181
+30
650
$20K ﹤0.01%
+427
24 25
26
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