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
$639M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,029
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4.41M
3
+$3.74M
4
KR icon
Kroger
KR
+$2.77M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.54M

Top Sells

1
+$4.01M
2
+$2.33M
3
+$1.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$937K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$786K

Sector Composition

1 Technology 8.14%
2 Financials 7.28%
3 Healthcare 5.83%
4 Industrials 5.12%
5 Consumer Discretionary 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
100
827
$1K ﹤0.01%
+64
828
$1K ﹤0.01%
2
829
$1K ﹤0.01%
36
830
$1K ﹤0.01%
+58
831
$1K ﹤0.01%
73
+63
832
$1K ﹤0.01%
11
833
$1K ﹤0.01%
20
834
$1K ﹤0.01%
159
+41
835
$1K ﹤0.01%
30
836
$1K ﹤0.01%
13
837
$1K ﹤0.01%
8
838
$1K ﹤0.01%
130
839
$1K ﹤0.01%
+106
840
$1K ﹤0.01%
10
841
$1K ﹤0.01%
7
842
$1K ﹤0.01%
32
843
$1K ﹤0.01%
2
844
$1K ﹤0.01%
21
845
$1K ﹤0.01%
52
846
$1K ﹤0.01%
+8
847
$1K ﹤0.01%
8
848
$1K ﹤0.01%
57
849
$1K ﹤0.01%
100
850
$1K ﹤0.01%
5
32 33
34
35 36