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
51
$9.6M 0.41%
370,656
-849
52
$9.33M 0.4%
66,079
-1,702
53
$9.23M 0.4%
86,667
-107,417
54
$8.99M 0.39%
175,317
+13,721
55
$8.74M 0.38%
171,157
+87,652
56
$8.66M 0.37%
244,216
+22,070
57
$8.57M 0.37%
330,165
+15,933
58
$8.47M 0.36%
71,396
+491
59
$8.27M 0.36%
36,136
+3,792
60
$7.85M 0.34%
45,788
-2,989
61
$7.6M 0.33%
120,807
+13,039
62
$7.5M 0.32%
297,416
-849,368
63
$7.31M 0.31%
91,192
+40,688
64
$7.29M 0.31%
124,515
-8,709
65
$7.23M 0.31%
318,257
+1,373
66
$7.15M 0.31%
14,919
-867
67
$6.56M 0.28%
108,828
+6,386
68
$6.31M 0.27%
18,318
-1,289
69
$6.04M 0.26%
24,185
-137
70
$5.98M 0.26%
71,516
-11,042
71
$5.9M 0.25%
168,245
+126,400
72
$5.82M 0.25%
273,722
+12,426
73
$5.81M 0.25%
39,785
-4,270
74
$5.66M 0.24%
11,129
-1,663
75
$5.62M 0.24%
19,001
-6,411
1 2
3
4 5