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
$701M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,067
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.45M
3
+$4.02M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.68M

Top Sells

1
+$1.86M
2
+$1.7M
3
+$1.49M
4
DBAW icon
Xtrackers MSCI All World ex US Hedged Equity ETF
DBAW
+$1.34M
5
DEUS icon
Xtrackers Russell US Multifactor ETF
DEUS
+$1.31M

Sector Composition

1 Technology 8.91%
2 Financials 7.34%
3 Healthcare 5.74%
4 Industrials 5.51%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$3K ﹤0.01%
219
+2
802
$3K ﹤0.01%
691
803
$3K ﹤0.01%
48
-11
804
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68
805
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76
806
$3K ﹤0.01%
100
807
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+100
808
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90
809
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200
810
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200
811
$3K ﹤0.01%
135
812
$2K ﹤0.01%
137
-224
813
$2K ﹤0.01%
10
814
$2K ﹤0.01%
1,000
815
$2K ﹤0.01%
10
816
$2K ﹤0.01%
64
817
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+3
818
$2K ﹤0.01%
62
819
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35
820
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144
821
$2K ﹤0.01%
10
822
$2K ﹤0.01%
77
823
$2K ﹤0.01%
96
824
$2K ﹤0.01%
85
825
$2K ﹤0.01%
105
31 32
33
34 35