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
851
$7K ﹤0.01%
425
-426
852
$7K ﹤0.01%
+200
853
$7K ﹤0.01%
10,000
854
$6K ﹤0.01%
+565
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$6K ﹤0.01%
90
856
$6K ﹤0.01%
52
857
$6K ﹤0.01%
389
+7
858
$6K ﹤0.01%
137
859
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860
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$6K ﹤0.01%
260
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308
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$6K ﹤0.01%
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$6K ﹤0.01%
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870
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$6K ﹤0.01%
65
872
$6K ﹤0.01%
13
+10
873
$6K ﹤0.01%
26
874
$6K ﹤0.01%
+155
875
$5K ﹤0.01%
330
33 34
35
36 37