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
$447M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.5M
3
+$2.38M
4
V icon
Visa
V
+$1.94M
5
BABA icon
Alibaba
BABA
+$1.77M

Top Sells

1
+$13.3M
2
+$115K
3
+$107K
4
VUG icon
Vanguard Growth ETF
VUG
+$102K
5
MA icon
Mastercard
MA
+$102K

Sector Composition

1 Financials 10.23%
2 Healthcare 7.24%
3 Industrials 6.84%
4 Technology 6.79%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.34M 0.52%
63,825
-182
52
$2.3M 0.51%
66,874
+19,114
53
$2.23M 0.5%
55,796
+8,074
54
$2.22M 0.5%
13,013
+1,355
55
$2.17M 0.49%
40,004
+4,046
56
$2.15M 0.48%
14,702
+2,505
57
$2.11M 0.47%
55,248
+17,356
58
$2.1M 0.47%
13,955
-675
59
$2.05M 0.46%
30,349
+17,008
60
$2.01M 0.45%
7,925
-103
61
$2M 0.45%
23,993
+8,729
62
$2M 0.45%
31,064
+3,990
63
$2M 0.45%
17,518
+17,018
64
$1.98M 0.44%
16,936
+1,403
65
$1.94M 0.43%
22,280
+285
66
$1.91M 0.43%
11,097
+10,295
67
$1.88M 0.42%
15,756
+2,414
68
$1.88M 0.42%
28,652
-1,080
69
$1.87M 0.42%
3,689
-66
70
$1.8M 0.4%
16,829
+300
71
$1.8M 0.4%
11,697
-324
72
$1.74M 0.39%
8,909
-160
73
$1.69M 0.38%
32,320
+20,440
74
$1.66M 0.37%
20,324
+3,062
75
$1.66M 0.37%
30,996
+8,545
1 2
3
4 5