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
676
$11K ﹤0.01%
40
-10
677
$11K ﹤0.01%
473
+22
678
$10K ﹤0.01%
290
679
$10K ﹤0.01%
357
+1
680
$10K ﹤0.01%
848
681
$10K ﹤0.01%
660
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682
$10K ﹤0.01%
210
683
$10K ﹤0.01%
401
-192
684
$10K ﹤0.01%
616
685
$10K ﹤0.01%
87
686
$10K ﹤0.01%
228
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687
$10K ﹤0.01%
225
688
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51
689
$10K ﹤0.01%
600
690
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+40
691
$10K ﹤0.01%
196
692
$10K ﹤0.01%
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$10K ﹤0.01%
107
694
$9K ﹤0.01%
116
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695
$9K ﹤0.01%
117
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$9K ﹤0.01%
2,000
-1,100
697
$9K ﹤0.01%
+121
698
$9K ﹤0.01%
180
699
$9K ﹤0.01%
284
700
$9K ﹤0.01%
55
26 27
28
29 30