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
$701M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,067
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.45M
3
+$4.02M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.68M

Top Sells

1
+$1.86M
2
+$1.7M
3
+$1.49M
4
DBAW icon
Xtrackers MSCI All World ex US Hedged Equity ETF
DBAW
+$1.34M
5
DEUS icon
Xtrackers Russell US Multifactor ETF
DEUS
+$1.31M

Sector Composition

1 Technology 8.91%
2 Financials 7.34%
3 Healthcare 5.74%
4 Industrials 5.51%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$7K ﹤0.01%
500
727
$7K ﹤0.01%
65
728
$7K ﹤0.01%
46
+10
729
$6K ﹤0.01%
100
730
$6K ﹤0.01%
214
+2
731
$6K ﹤0.01%
+123
732
$6K ﹤0.01%
145
+11
733
$6K ﹤0.01%
75
734
$6K ﹤0.01%
600
735
$6K ﹤0.01%
+104
736
$6K ﹤0.01%
+150
737
$6K ﹤0.01%
+450
738
$6K ﹤0.01%
60
739
$6K ﹤0.01%
100
740
$6K ﹤0.01%
500
741
$6K ﹤0.01%
155
+45
742
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25
-2,390
743
$6K ﹤0.01%
510
744
$5K ﹤0.01%
100
745
$5K ﹤0.01%
+80
746
$5K ﹤0.01%
188
747
$5K ﹤0.01%
100
-1
748
$5K ﹤0.01%
60
749
$5K ﹤0.01%
+100
750
$5K ﹤0.01%
300
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