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
$236M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$918K
3
+$489K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$461K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$397K

Top Sells

1
+$1.09M
2
+$356K
3
+$252K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$198K
5
VTV icon
Vanguard Value ETF
VTV
+$153K

Sector Composition

1 Financials 7.48%
2 Healthcare 5.75%
3 Technology 4.4%
4 Industrials 4.17%
5 Energy 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.57%
41,048
-324
52
$1.33M 0.56%
11,086
+225
53
$1.32M 0.56%
23,842
+146
54
$1.3M 0.55%
9,002
+242
55
$1.28M 0.54%
45,209
-2,817
56
$1.28M 0.54%
38,263
+80
57
$1.27M 0.54%
6,074
+132
58
$1.26M 0.54%
14,173
-3
59
$1.26M 0.54%
18,647
+85
60
$1.25M 0.53%
20,245
+469
61
$1.25M 0.53%
11,285
-22
62
$1.25M 0.53%
10,674
+366
63
$1.23M 0.52%
9,006
+70
64
$1.23M 0.52%
11,666
+140
65
$1.22M 0.52%
8,361
-11
66
$1.21M 0.51%
21,807
+270
67
$1.21M 0.51%
14,523
+1,192
68
$1.2M 0.51%
3,517
-39
69
$1.18M 0.5%
24,457
+1
70
$1.18M 0.5%
19,045
+222
71
$1.14M 0.48%
8,820
+295
72
$1.14M 0.48%
52,342
+1,408
73
$1.14M 0.48%
13,310
-2,952
74
$1.11M 0.47%
24,900
+550
75
$1.11M 0.47%
13,153
+387
1 2
3
4 5