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
$995M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$2.22M
3
+$1.98M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.95M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.94M

Top Sells

1
+$46.6M
2
+$2.98M
3
+$2.2M
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$1.88M
5
CLGX
Corelogic, Inc.
CLGX
+$1.37M

Sector Composition

1 Technology 7.61%
2 Financials 7.41%
3 Industrials 5.15%
4 Healthcare 5.08%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$12K ﹤0.01%
230
727
$12K ﹤0.01%
128
728
$12K ﹤0.01%
450
729
$12K ﹤0.01%
54
-30
730
$12K ﹤0.01%
108
+2
731
$12K ﹤0.01%
200
732
$11K ﹤0.01%
500
733
$11K ﹤0.01%
116
-1
734
$11K ﹤0.01%
160
735
$11K ﹤0.01%
1,000
736
$11K ﹤0.01%
105
737
$11K ﹤0.01%
395
+8
738
$11K ﹤0.01%
600
739
$11K ﹤0.01%
+127
740
$11K ﹤0.01%
+580
741
$11K ﹤0.01%
+200
742
$10K ﹤0.01%
100
743
$10K ﹤0.01%
234
744
$10K ﹤0.01%
347
+3
745
$10K ﹤0.01%
175
746
$10K ﹤0.01%
+300
747
$10K ﹤0.01%
1,000
748
$10K ﹤0.01%
601
+1
749
$10K ﹤0.01%
300
750
$10K ﹤0.01%
337
+2
28 29
30
31 32