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
$447M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.5M
3
+$2.38M
4
V icon
Visa
V
+$1.94M
5
BABA icon
Alibaba
BABA
+$1.77M

Top Sells

1
+$13.3M
2
+$115K
3
+$107K
4
VUG icon
Vanguard Growth ETF
VUG
+$102K
5
MA icon
Mastercard
MA
+$102K

Sector Composition

1 Financials 10.23%
2 Healthcare 7.24%
3 Industrials 6.84%
4 Technology 6.79%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3K ﹤0.01%
30
-97
677
$3K ﹤0.01%
18
+3
678
– –
0
679
$3K ﹤0.01%
4
680
$3K ﹤0.01%
89
+34
681
$3K ﹤0.01%
300
682
$3K ﹤0.01%
77
683
$3K ﹤0.01%
140
+40
684
$3K ﹤0.01%
+58
685
$3K ﹤0.01%
124
686
$3K ﹤0.01%
+200
687
$3K ﹤0.01%
265
688
$2K ﹤0.01%
+15
689
$2K ﹤0.01%
6
+5
690
$2K ﹤0.01%
32
691
$2K ﹤0.01%
50
692
$2K ﹤0.01%
10
693
$2K ﹤0.01%
36
-7
694
$2K ﹤0.01%
343
695
$2K ﹤0.01%
11
696
$2K ﹤0.01%
120
-90
697
$2K ﹤0.01%
82
+50
698
$2K ﹤0.01%
109
699
$2K ﹤0.01%
58
700
$2K ﹤0.01%
13
26 27
28
29 30