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
776
$8K ﹤0.01%
90
777
$8K ﹤0.01%
776
+140
778
$8K ﹤0.01%
161
779
$8K ﹤0.01%
57
780
$8K ﹤0.01%
87
781
$8K ﹤0.01%
242
-164
782
$8K ﹤0.01%
158
+1
783
$8K ﹤0.01%
+45
784
$8K ﹤0.01%
65
785
$8K ﹤0.01%
+1,400
786
$7K ﹤0.01%
+100
787
$7K ﹤0.01%
190
788
$7K ﹤0.01%
300
789
$7K ﹤0.01%
171
790
$7K ﹤0.01%
484
791
$7K ﹤0.01%
232
792
$7K ﹤0.01%
500
793
$7K ﹤0.01%
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794
$7K ﹤0.01%
30
-90
795
$7K ﹤0.01%
+65
796
$7K ﹤0.01%
25
797
$7K ﹤0.01%
92
798
$7K ﹤0.01%
200
799
$7K ﹤0.01%
245
800
$6K ﹤0.01%
188
30 31
32
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