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
$2.33B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,940
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$23.2M
3
+$20.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$20M
5
VUG icon
Vanguard Growth ETF
VUG
+$19.3M

Top Sells

1
+$21.4M
2
+$11.4M
3
+$9.6M
4
AAPL icon
Apple
AAPL
+$7.31M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$6.28M

Sector Composition

1 Technology 6.98%
2 Financials 5.66%
3 Industrials 3.04%
4 Healthcare 2.97%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$123K 0.01%
1,134
+53
802
$123K 0.01%
1,216
-613
803
$122K 0.01%
3,942
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$121K 0.01%
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805
$121K 0.01%
2,280
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806
$120K 0.01%
453
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807
$119K 0.01%
49,272
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808
$118K 0.01%
2,185
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809
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810
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812
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813
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819
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820
$115K ﹤0.01%
18,108
+6,831
821
$115K ﹤0.01%
1,121
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822
$114K ﹤0.01%
1,206
823
$114K ﹤0.01%
650
+142
824
$114K ﹤0.01%
950
+371
825
$113K ﹤0.01%
175
-65
31 32
33
34 35