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
$1.48B
AUM Growth
-$58.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,710
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.78M
3
+$1.23M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.1M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.01M

Top Sells

1
+$2.57M
2
+$2.2M
3
+$1.77M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.26M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.25M

Sector Composition

1 Technology 6.91%
2 Financials 6.51%
3 Healthcare 3.86%
4 Industrials 3.16%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$36.7K ﹤0.01%
2,511
-5,442
827
$36.6K ﹤0.01%
722
-125
828
$36.6K ﹤0.01%
425
+177
829
$36.5K ﹤0.01%
84
+28
830
$36.3K ﹤0.01%
6,407
+46
831
$36K ﹤0.01%
177
+65
832
$35.8K ﹤0.01%
880
+155
833
$35.8K ﹤0.01%
3,834
+36
834
$35.8K ﹤0.01%
1,195
835
$35.8K ﹤0.01%
483
836
$35.7K ﹤0.01%
750
837
$35.7K ﹤0.01%
1,031
838
$35.4K ﹤0.01%
3,700
839
$35.4K ﹤0.01%
4,170
+48
840
$35.4K ﹤0.01%
2,639
841
$34.9K ﹤0.01%
1,000
-300
842
$34.9K ﹤0.01%
417
-22
843
$34.5K ﹤0.01%
1,363
-1,710
844
$34.3K ﹤0.01%
1,033
-127
845
$34.2K ﹤0.01%
292
846
$34K ﹤0.01%
1,112
-90
847
$33.9K ﹤0.01%
2,901
848
$33.8K ﹤0.01%
322
-58
849
$33.8K ﹤0.01%
546
+3
850
$33.4K ﹤0.01%
1,011
32 33
34
35 36