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
751
$10K ﹤0.01%
100
752
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39
753
$10K ﹤0.01%
234
754
$10K ﹤0.01%
1,770
755
$10K ﹤0.01%
542
756
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20
757
$10K ﹤0.01%
+217
758
$9K ﹤0.01%
400
759
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113
+2
760
$9K ﹤0.01%
510
761
$9K ﹤0.01%
535
762
$9K ﹤0.01%
58
763
$9K ﹤0.01%
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764
$9K ﹤0.01%
365
765
$9K ﹤0.01%
75
766
$9K ﹤0.01%
61
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767
$9K ﹤0.01%
300
768
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769
$9K ﹤0.01%
100
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771
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$9K ﹤0.01%
170
773
$9K ﹤0.01%
107
774
$8K ﹤0.01%
+200
775
$8K ﹤0.01%
220
+2
29 30
31
32 33