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
701
$14K ﹤0.01%
100
702
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703
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+200
704
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331
705
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550
+5
706
$13K ﹤0.01%
100
707
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360
+1
708
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+20
709
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93
+16
710
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56
711
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26
-34
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60
713
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218
+2
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93
-1
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129
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716
$13K ﹤0.01%
574
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717
$12K ﹤0.01%
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718
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255
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719
$12K ﹤0.01%
155
720
$12K ﹤0.01%
284
721
$12K ﹤0.01%
400
722
$12K ﹤0.01%
50
-25
723
$12K ﹤0.01%
600
724
$12K ﹤0.01%
50
725
$12K ﹤0.01%
75
27 28
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