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
701
$9K ﹤0.01%
321
+40
702
$9K ﹤0.01%
600
-234
703
$9K ﹤0.01%
890
704
$9K ﹤0.01%
150
705
$9K ﹤0.01%
128
706
$9K ﹤0.01%
100
707
$9K ﹤0.01%
96
+1
708
$9K ﹤0.01%
28
-10
709
$9K ﹤0.01%
1,770
710
$9K ﹤0.01%
115
+15
711
$9K ﹤0.01%
80
-11
712
$9K ﹤0.01%
500
713
$8K ﹤0.01%
61
+29
714
$8K ﹤0.01%
90
715
$8K ﹤0.01%
160
716
$8K ﹤0.01%
559
+250
717
$8K ﹤0.01%
111
-76
718
$8K ﹤0.01%
400
719
$7K ﹤0.01%
100
720
$7K ﹤0.01%
+45
721
$7K ﹤0.01%
663
-1,939
722
$7K ﹤0.01%
179
723
$7K ﹤0.01%
+370
724
$7K ﹤0.01%
804
725
$7K ﹤0.01%
60
27 28
29
30 31