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
651
$20K ﹤0.01%
2,300
652
$20K ﹤0.01%
369
653
$19K ﹤0.01%
345
+1
654
$19K ﹤0.01%
+250
655
$19K ﹤0.01%
692
+45
656
$19K ﹤0.01%
124
657
$18K ﹤0.01%
317
658
$18K ﹤0.01%
1,060
659
$18K ﹤0.01%
97
660
$18K ﹤0.01%
+232
661
$18K ﹤0.01%
560
+14
662
$18K ﹤0.01%
50
663
$18K ﹤0.01%
935
+5
664
$18K ﹤0.01%
500
665
$17K ﹤0.01%
293
+3
666
$17K ﹤0.01%
376
667
$17K ﹤0.01%
51
668
$17K ﹤0.01%
700
+652
669
$17K ﹤0.01%
162
670
$17K ﹤0.01%
500
671
$17K ﹤0.01%
501
+1
672
$17K ﹤0.01%
+250
673
$16K ﹤0.01%
1,300
674
$16K ﹤0.01%
1,250
675
$16K ﹤0.01%
90
25 26
27
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