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
$1.21B
AUM Growth
-$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,285
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$5M
3
+$3.45M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.19M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.92M

Top Sells

1
+$19.8M
2
+$18.1M
3
+$17.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.98M

Sector Composition

1 Financials 8.03%
2 Technology 7.73%
3 Healthcare 4.9%
4 Industrials 4.55%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$9K ﹤0.01%
200
827
$8K ﹤0.01%
+80
828
$8K ﹤0.01%
+200
829
$8K ﹤0.01%
266
+45
830
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1,000
831
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160
832
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603
+2
833
$8K ﹤0.01%
79
-37
834
$8K ﹤0.01%
105
835
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+106
836
$8K ﹤0.01%
165
-225
837
$8K ﹤0.01%
250
838
$8K ﹤0.01%
200
839
$7K ﹤0.01%
19
-91
840
$7K ﹤0.01%
188
841
$7K ﹤0.01%
100
842
$7K ﹤0.01%
89
843
$7K ﹤0.01%
50
-50
844
$7K ﹤0.01%
40
+1
845
$7K ﹤0.01%
50
846
$7K ﹤0.01%
1,000
847
$7K ﹤0.01%
142
848
$7K ﹤0.01%
+278
849
$7K ﹤0.01%
100
850
$7K ﹤0.01%
65
32 33
34
35 36