AWM
Avior Wealth Management Portfolio holdings
AUM
$3.1B
1-Year Est. Return
14.74%
1 Year Est. Return
+14.74%
AUM
$3.1B
AUM Growth
+$210M
(+7.3%)
Holding
742
Top Buys
| 1 | +$11.8M | |
| 2 | +$4.24M | |
| 3 | +$3.68M | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$2.7M |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$2.27M |
Top Sells
| 1 | +$11.2M | |
| 2 | +$5.31M | |
| 3 | +$4.61M | |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$4.38M |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$3.72M |
Sector Composition
| 1 | Technology | 7.01% |
| 2 | Financials | 4.75% |
| 3 | Healthcare | 2.12% |
| 4 | Industrials | 2.09% |
| 5 | Consumer Discretionary | 2.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
726
Kyndryl
KD
$5.98B
| – | – |
-7,762
|
|
||
727
Lantheus
LNTH
$3.9B
| – | – |
-4,561
|
|
||
728
Southwest Airlines
LUV
$18.1B
| – | – |
-8,897
|
|
||
729
Okta
OKTA
$14.2B
| – | – |
-3,793
|
|
||
730
Oscar Health
OSCR
$4.86B
| – | – |
-12,700
|
|
||
731
ProShares Short QQQ
PSQ
$728M
| – | – |
-6,150
|
|
||
732
Sprouts Farmers Market
SFM
$8.39B
| – | – |
-1,351
|
|
||
733
Soleno Therapeutics
SLNO
$2.68B
| – | – |
-4,601
|
|
||
734
SmartRent
SMRT
$325M
| – | – |
-17,500
|
|
||
735
Direxion Daily S&P 500 Bear 1X Shares
SPDN
$247M
| – | – |
-27,098
|
|
||
736
Constellation Brands
STZ
$24B
| – | – |
-1,403
|
|
||
737
Target
TGT
$42B
| – | – |
-3,215
|
|
||
738
Tradeweb Markets
TW
$22.6B
| – | – |
-2,847
|
|
||
739
Texas Roadhouse
TXRH
$11.5B
| – | – |
-2,402
|
|
||
740
2x Long VIX Futures ETF
UVIX
$314M
| – | – |
-11,310
|
|
||
741
WillScot Mobile Mini Holdings
WSC
$3.68B
| – | – |
-9,484
|
|
||
742
YieldMax MSTR Option Income Strategy ETF
MSTY
$1.68B
| – | – |
-9,115
|
|