AWM

Avior Wealth Management Portfolio holdings

AUM $2.89B
This Quarter Return
-1.78%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$2.63B
AUM Growth
-$99.3M
Cap. Flow
-$35.1M
Cap. Flow %
-1.33%
Top 10 Hldgs %
30.35%
Holding
2,470
New
7
Increased
300
Reduced
365
Closed
1,731
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-20
Closed
-$644
-157
Closed
-$13.1K
-154
Closed
-$4.83K
-7
Closed
-$2.6K
-3,690
Closed
-$34.4K
-1,049
Closed
-$57.9K
-1
Closed
-$180
-556
Closed
-$54K
-297
Closed
-$51K
-5,911
Closed
-$352K
-1,824
Closed
-$28.5K
-268
Closed
-$4.27K
-1,000
Closed
-$4.82K
-288
Closed
-$36.4K
-892
Closed
-$32.1K
-350
Closed
-$5.71K
-113
Closed
-$19.8K
-3,501
Closed
-$109K
-47
Closed
-$4.07K
-84
Closed
-$4.9K
-2,000
Closed
-$229K
-1,400
Closed
-$398K
-433
Closed
-$15.7K
-201
Closed
-$43.1K
-4
Closed
-$438