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
$1.48B
AUM Growth
-$58.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,710
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.78M
3
+$1.23M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.1M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.01M

Top Sells

1
+$2.57M
2
+$2.2M
3
+$1.77M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.26M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.25M

Sector Composition

1 Technology 6.91%
2 Financials 6.51%
3 Healthcare 3.86%
4 Industrials 3.16%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$99.1K 0.01%
2,155
627
$98.6K 0.01%
2,360
628
$98.4K 0.01%
1,483
+678
629
$98.2K 0.01%
2,709
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630
$97K 0.01%
2,096
-24
631
$96.8K 0.01%
+1,597
632
$95.9K 0.01%
556
-106
633
$95.7K 0.01%
572
634
$94.8K 0.01%
474
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635
$94.2K 0.01%
2,059
-132
636
$93.9K 0.01%
716
-16
637
$93.5K 0.01%
2,422
638
$93.2K 0.01%
1,369
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639
$92.9K 0.01%
568
+1
640
$92.6K 0.01%
2,490
-1,958
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$91.5K 0.01%
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$91.3K 0.01%
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$91K 0.01%
2,382
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$90.5K 0.01%
1,179
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645
$90.5K 0.01%
1,126
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646
$89.7K 0.01%
1,011
+41
647
$89.5K 0.01%
3,357
+374
648
$89.4K 0.01%
1,182
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649
$89.3K 0.01%
+4,199
650
$89.1K 0.01%
2,164
+83
24 25
26
27 28