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
826
$2K ﹤0.01%
149
+3
827
$2K ﹤0.01%
5
828
$2K ﹤0.01%
50
829
$2K ﹤0.01%
75
830
$2K ﹤0.01%
38
+9
831
$2K ﹤0.01%
40
832
$2K ﹤0.01%
178
833
$2K ﹤0.01%
5
834
$2K ﹤0.01%
+23
835
$2K ﹤0.01%
84
-93
836
$2K ﹤0.01%
277
837
$2K ﹤0.01%
233
+5
838
$2K ﹤0.01%
154
839
$2K ﹤0.01%
83
+5
840
$2K ﹤0.01%
217
+4
841
$2K ﹤0.01%
19
842
$2K ﹤0.01%
+180
843
$2K ﹤0.01%
108
+1
844
$2K ﹤0.01%
222
845
$1K ﹤0.01%
87
+19
846
$1K ﹤0.01%
100
847
$1K ﹤0.01%
31
848
$1K ﹤0.01%
9
849
$1K ﹤0.01%
12
850
$1K ﹤0.01%
+41
32 33
34
35 36