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
$1.21B
AUM Growth
-$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,285
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$5M
3
+$3.45M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.19M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.92M

Top Sells

1
+$19.8M
2
+$18.1M
3
+$17.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.98M

Sector Composition

1 Financials 8.03%
2 Technology 7.73%
3 Healthcare 4.9%
4 Industrials 4.55%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$29K ﹤0.01%
+500
652
$28K ﹤0.01%
699
+150
653
$28K ﹤0.01%
236
-212
654
$28K ﹤0.01%
923
655
$28K ﹤0.01%
76
-37
656
$28K ﹤0.01%
293
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657
$27K ﹤0.01%
416
-416
658
$27K ﹤0.01%
1,200
659
$27K ﹤0.01%
519
660
$27K ﹤0.01%
1,115
661
$26K ﹤0.01%
1,330
+100
662
$26K ﹤0.01%
422
+265
663
$26K ﹤0.01%
480
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664
$26K ﹤0.01%
3,300
665
$26K ﹤0.01%
900
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666
$26K ﹤0.01%
400
667
$26K ﹤0.01%
100
668
$26K ﹤0.01%
172
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669
$25K ﹤0.01%
967
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670
$25K ﹤0.01%
496
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671
$25K ﹤0.01%
330
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672
$25K ﹤0.01%
206
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673
$25K ﹤0.01%
138
674
$24K ﹤0.01%
1,150
+250
675
$24K ﹤0.01%
351
25 26
27
28 29