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
$2.33B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,940
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$23.2M
3
+$20.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$20M
5
VUG icon
Vanguard Growth ETF
VUG
+$19.3M

Top Sells

1
+$21.4M
2
+$11.4M
3
+$9.6M
4
AAPL icon
Apple
AAPL
+$7.31M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$6.28M

Sector Composition

1 Technology 6.98%
2 Financials 5.66%
3 Industrials 3.04%
4 Healthcare 2.97%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$151K 0.01%
824
-396
752
$150K 0.01%
2,764
-208
753
$150K 0.01%
1,095
-318
754
$149K 0.01%
13,970
+1,181
755
$149K 0.01%
1,715
756
$149K 0.01%
3,500
757
$148K 0.01%
2,341
-3,316
758
$146K 0.01%
13,485
-3,499
759
$146K 0.01%
2,516
-872
760
$146K 0.01%
1,731
+280
761
$146K 0.01%
7,390
-7,247
762
$145K 0.01%
2,629
+444
763
$143K 0.01%
870
-1,512
764
$141K 0.01%
1,193
-659
765
$141K 0.01%
1,577
-1,249
766
$141K 0.01%
1,814
-951
767
$140K 0.01%
652
-584
768
$140K 0.01%
3,448
+8
769
$140K 0.01%
2,792
-1,583
770
$140K 0.01%
2,479
+22
771
$140K 0.01%
6,852
+138
772
$139K 0.01%
2,129
-1,469
773
$139K 0.01%
13,973
774
$138K 0.01%
1,300
-400
775
$138K 0.01%
1,574
-488
29 30
31
32 33