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
$1.48B
AUM Growth
-$58.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,710
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.78M
3
+$1.23M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.1M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.01M

Top Sells

1
+$2.57M
2
+$2.2M
3
+$1.77M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.26M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.25M

Sector Composition

1 Technology 6.91%
2 Financials 6.51%
3 Healthcare 3.86%
4 Industrials 3.16%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$77.2K 0.01%
10,175
677
$77.1K 0.01%
3,961
+361
678
$76.9K 0.01%
537
+55
679
$76.6K 0.01%
2,018
-131
680
$76.5K 0.01%
2,800
681
$75.4K 0.01%
276
+183
682
$75.2K 0.01%
1,007
683
$75K 0.01%
513
+473
684
$74.3K 0.01%
+750
685
$74.1K 0.01%
153
-18
686
$74K 0.01%
729
-53
687
$73.6K 0.01%
1,249
-3,859
688
$73K ﹤0.01%
363
-28
689
$73K ﹤0.01%
400
-1,850
690
$72.9K ﹤0.01%
4,346
+147
691
$72.4K ﹤0.01%
549
+198
692
$71.6K ﹤0.01%
5,000
693
$71.4K ﹤0.01%
1,109
+6
694
$71.1K ﹤0.01%
1,000
695
$70.9K ﹤0.01%
615
696
$70.2K ﹤0.01%
1,488
-15
697
$70.1K ﹤0.01%
3,810
-3,409
698
$69.7K ﹤0.01%
483
+165
699
$69.6K ﹤0.01%
2,603
+508
700
$68.8K ﹤0.01%
1,288
26 27
28
29 30