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
801
$6K ﹤0.01%
126
802
$6K ﹤0.01%
375
+6
803
$6K ﹤0.01%
30
804
$6K ﹤0.01%
50
805
$6K ﹤0.01%
100
806
$6K ﹤0.01%
83
+20
807
$6K ﹤0.01%
394
808
$6K ﹤0.01%
100
809
$6K ﹤0.01%
162
810
$5K ﹤0.01%
+100
811
$5K ﹤0.01%
140
+1
812
$5K ﹤0.01%
90
813
$5K ﹤0.01%
330
814
$5K ﹤0.01%
500
815
$5K ﹤0.01%
38
-1
816
$5K ﹤0.01%
56
817
$5K ﹤0.01%
27
-4,858
818
$5K ﹤0.01%
377
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819
$5K ﹤0.01%
54
820
$5K ﹤0.01%
84
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821
$5K ﹤0.01%
139
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822
$5K ﹤0.01%
+17
823
$5K ﹤0.01%
26
+5
824
$5K ﹤0.01%
+17
825
$5K ﹤0.01%
407
+1
31 32
33
34 35