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
$811M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$4.46M
3
+$2.37M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.37M

Top Sells

1
+$1.34M
2
+$1.07M
3
+$974K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$933K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$919K

Sector Composition

1 Technology 8.81%
2 Financials 7.61%
3 Healthcare 5.72%
4 Industrials 5.64%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$6K ﹤0.01%
610
+406
777
$5K ﹤0.01%
+1
778
$5K ﹤0.01%
70
779
$5K ﹤0.01%
190
780
$5K ﹤0.01%
394
781
$5K ﹤0.01%
114
+1
782
$5K ﹤0.01%
25
-15
783
$5K ﹤0.01%
162
784
$5K ﹤0.01%
46
785
$5K ﹤0.01%
+400
786
$5K ﹤0.01%
12
787
$5K ﹤0.01%
60
788
$5K ﹤0.01%
361
-302
789
$5K ﹤0.01%
190
790
$5K ﹤0.01%
213
+69
791
$5K ﹤0.01%
100
792
$5K ﹤0.01%
35
+22
793
$5K ﹤0.01%
+220
794
$5K ﹤0.01%
176
+162
795
$5K ﹤0.01%
+216
796
$5K ﹤0.01%
100
797
$4K ﹤0.01%
1,000
798
$4K ﹤0.01%
26
799
$4K ﹤0.01%
100
800
$4K ﹤0.01%
50
-67
30 31
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33 34