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
826
$5K ﹤0.01%
+100
827
$5K ﹤0.01%
369
+8
828
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160
829
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100
830
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39
+1
831
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56
+40
832
$5K ﹤0.01%
70
833
$5K ﹤0.01%
406
+3
834
$5K ﹤0.01%
394
835
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+134
836
$5K ﹤0.01%
100
837
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46
838
$5K ﹤0.01%
234
+3
839
$5K ﹤0.01%
54
840
$4K ﹤0.01%
+71
841
$4K ﹤0.01%
34
842
$4K ﹤0.01%
31
843
$4K ﹤0.01%
139
+1
844
$4K ﹤0.01%
1,000
845
$4K ﹤0.01%
26
846
$4K ﹤0.01%
100
847
$4K ﹤0.01%
+120
848
$4K ﹤0.01%
144
-69
849
$4K ﹤0.01%
500
850
$4K ﹤0.01%
636
+14
32 33
34
35 36