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
651
$13K ﹤0.01%
714
-110
652
$13K ﹤0.01%
95
653
$13K ﹤0.01%
92
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654
$13K ﹤0.01%
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+30
655
$13K ﹤0.01%
600
656
$13K ﹤0.01%
2,300
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$12K ﹤0.01%
75
658
$12K ﹤0.01%
1,000
+500
659
$12K ﹤0.01%
90
660
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1,060
661
$12K ﹤0.01%
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670
$11K ﹤0.01%
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$11K ﹤0.01%
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672
$11K ﹤0.01%
266
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$11K ﹤0.01%
125
674
$11K ﹤0.01%
190
675
$11K ﹤0.01%
647
25 26
27
28 29