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
826
$5K ﹤0.01%
47
+7
827
$5K ﹤0.01%
154
828
$5K ﹤0.01%
236
+2
829
$5K ﹤0.01%
55
+1
830
$4K ﹤0.01%
246
+3
831
$4K ﹤0.01%
229
+3
832
$4K ﹤0.01%
104
833
$4K ﹤0.01%
+51
834
$4K ﹤0.01%
175
835
$4K ﹤0.01%
600
836
$4K ﹤0.01%
76
+6
837
$4K ﹤0.01%
5
838
$4K ﹤0.01%
45
839
$4K ﹤0.01%
62
840
$4K ﹤0.01%
34
841
$4K ﹤0.01%
31
842
$4K ﹤0.01%
1,000
843
$4K ﹤0.01%
60
844
$4K ﹤0.01%
50
-15
845
$4K ﹤0.01%
100
846
$4K ﹤0.01%
144
847
$4K ﹤0.01%
+260
848
$4K ﹤0.01%
77
849
$4K ﹤0.01%
102
850
$4K ﹤0.01%
105
32 33
34
35 36