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
$2.33B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,940
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$23.2M
3
+$20.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$20M
5
VUG icon
Vanguard Growth ETF
VUG
+$19.3M

Top Sells

1
+$21.4M
2
+$11.4M
3
+$9.6M
4
AAPL icon
Apple
AAPL
+$7.31M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$6.28M

Sector Composition

1 Technology 6.98%
2 Financials 5.66%
3 Industrials 3.04%
4 Healthcare 2.97%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$113K ﹤0.01%
23,226
+304
827
$112K ﹤0.01%
171
-164
828
$112K ﹤0.01%
9,100
+268
829
$112K ﹤0.01%
6,000
830
$112K ﹤0.01%
3,501
831
$112K ﹤0.01%
665
-113
832
$112K ﹤0.01%
3,562
-3,458
833
$112K ﹤0.01%
10,540
+1
834
$111K ﹤0.01%
2,169
-1,188
835
$111K ﹤0.01%
384
-206
836
$110K ﹤0.01%
454
-138
837
$109K ﹤0.01%
3,637
-382
838
$109K ﹤0.01%
29,000
839
$109K ﹤0.01%
19,907
+113
840
$108K ﹤0.01%
422
-136
841
$108K ﹤0.01%
7,360
-2,871
842
$108K ﹤0.01%
1,182
+11
843
$107K ﹤0.01%
10,175
-19
844
$107K ﹤0.01%
14,391
-510
845
$106K ﹤0.01%
1,343
-401
846
$106K ﹤0.01%
1,690
+540
847
$106K ﹤0.01%
3,824
+18
848
$105K ﹤0.01%
9,495
-40,142
849
$105K ﹤0.01%
547
+537
850
$104K ﹤0.01%
4,778
+4,480
32 33
34
35 36