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
$935M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,198
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.91M
3
+$6.12M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.93M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.33M

Top Sells

1
+$1.88M
2
+$1.76M
3
+$1.51M
4
VTV icon
Vanguard Value ETF
VTV
+$1.4M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.39M

Sector Composition

1 Technology 7.63%
2 Financials 7.18%
3 Industrials 5.56%
4 Healthcare 5.18%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$7K ﹤0.01%
171
+1
802
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+17
803
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484
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+24
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100
806
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807
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60
808
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500
809
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810
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+2
811
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25
812
$6K ﹤0.01%
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813
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814
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815
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30
-106
816
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50
817
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818
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819
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821
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822
$5K ﹤0.01%
60
823
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65
+15
824
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90
825
$5K ﹤0.01%
126
+118
31 32
33
34 35