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
$2.33B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,940
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$23.2M
3
+$20.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$20M
5
VUG icon
Vanguard Growth ETF
VUG
+$19.3M

Top Sells

1
+$21.4M
2
+$11.4M
3
+$9.6M
4
AAPL icon
Apple
AAPL
+$7.31M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$6.28M

Sector Composition

1 Technology 6.98%
2 Financials 5.66%
3 Industrials 3.04%
4 Healthcare 2.97%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$178K 0.01%
2,431
-1,860
702
$178K 0.01%
1,410
-889
703
$176K 0.01%
1,595
+1
704
$176K 0.01%
5,946
+73
705
$176K 0.01%
10,565
+148
706
$175K 0.01%
636
-118
707
$174K 0.01%
1,744
-15
708
$173K 0.01%
31,651
-511
709
$172K 0.01%
4,544
+9
710
$172K 0.01%
1,336
-441
711
$172K 0.01%
18,978
-1,758
712
$171K 0.01%
9,000
713
$171K 0.01%
2,586
+15
714
$169K 0.01%
380
-582
715
$169K 0.01%
2,537
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716
$169K 0.01%
3,380
+1,982
717
$168K 0.01%
28,231
+4,326
718
$167K 0.01%
1,273
-833
719
$166K 0.01%
6,555
+3,045
720
$166K 0.01%
16,553
-4,502
721
$166K 0.01%
1,488
-41
722
$165K 0.01%
2,775
723
$164K 0.01%
1,632
-1,400
724
$164K 0.01%
16,489
+1,909
725
$163K 0.01%
+5,120
27 28
29
30 31