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
$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
676
$16K ﹤0.01%
500
677
$16K ﹤0.01%
300
678
$16K ﹤0.01%
97
679
$16K ﹤0.01%
100
680
$16K ﹤0.01%
21
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681
$16K ﹤0.01%
10,000
682
$15K ﹤0.01%
559
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683
$15K ﹤0.01%
329
684
$15K ﹤0.01%
1,000
-40
685
$15K ﹤0.01%
378
+218
686
$15K ﹤0.01%
125
687
$15K ﹤0.01%
110
688
$15K ﹤0.01%
890
689
$15K ﹤0.01%
+527
690
$15K ﹤0.01%
400
691
$15K ﹤0.01%
+40
692
$15K ﹤0.01%
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$15K ﹤0.01%
600
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$14K ﹤0.01%
61
695
$14K ﹤0.01%
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696
$14K ﹤0.01%
200
-1,631
697
$14K ﹤0.01%
200
698
$14K ﹤0.01%
310
699
$14K ﹤0.01%
600
700
$14K ﹤0.01%
689
26 27
28
29 30