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
$811M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$4.46M
3
+$2.37M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.37M

Top Sells

1
+$1.34M
2
+$1.07M
3
+$974K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$933K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$919K

Sector Composition

1 Technology 8.81%
2 Financials 7.61%
3 Healthcare 5.72%
4 Industrials 5.64%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$3K ﹤0.01%
+297
852
$3K ﹤0.01%
+180
853
$3K ﹤0.01%
1,083
854
$3K ﹤0.01%
+69
855
$3K ﹤0.01%
5
856
$3K ﹤0.01%
35
-76
857
$3K ﹤0.01%
152
+100
858
$3K ﹤0.01%
135
859
$3K ﹤0.01%
186
+6
860
$3K ﹤0.01%
108
861
$3K ﹤0.01%
222
862
$2K ﹤0.01%
3
863
$2K ﹤0.01%
62
864
$2K ﹤0.01%
31
865
$2K ﹤0.01%
10
866
$2K ﹤0.01%
537
867
$2K ﹤0.01%
429
-190
868
$2K ﹤0.01%
10
869
$2K ﹤0.01%
11
870
$2K ﹤0.01%
35
871
$2K ﹤0.01%
7
872
$2K ﹤0.01%
+90
873
$2K ﹤0.01%
96
874
$2K ﹤0.01%
+60
875
$2K ﹤0.01%
10
+2
33 34
35
36 37