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
751
$1K ﹤0.01%
+7
752
$1K ﹤0.01%
+28
753
$1K ﹤0.01%
+4
754
$1K ﹤0.01%
+14
755
$1K ﹤0.01%
+75
756
$1K ﹤0.01%
100
757
$1K ﹤0.01%
+10
758
$1K ﹤0.01%
+3
759
$1K ﹤0.01%
+23
760
$1K ﹤0.01%
+15
761
$1K ﹤0.01%
+9
762
$1K ﹤0.01%
+8
763
$1K ﹤0.01%
+20
764
$1K ﹤0.01%
+12
765
$1K ﹤0.01%
+6
766
$1K ﹤0.01%
+8
767
$1K ﹤0.01%
40
768
$1K ﹤0.01%
+14
769
$1K ﹤0.01%
20
770
$1K ﹤0.01%
+9
771
$1K ﹤0.01%
21
772
$1K ﹤0.01%
36
+1
773
$1K ﹤0.01%
+3
774
$1K ﹤0.01%
+30
775
$1K ﹤0.01%
+20
29 30
31
32 33