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
851
$33.4K ﹤0.01%
2,289
+55
852
$32.9K ﹤0.01%
1,298
-333
853
$32.8K ﹤0.01%
426
-74
854
$32.7K ﹤0.01%
+4,418
855
$32.7K ﹤0.01%
3,616
-4,190
856
$32.4K ﹤0.01%
+2,328
857
$32K ﹤0.01%
4,347
858
$31.2K ﹤0.01%
346
859
$31.2K ﹤0.01%
450
-2
860
$31.2K ﹤0.01%
684
-62
861
$31.2K ﹤0.01%
840
862
$31.1K ﹤0.01%
850
+50
863
$31.1K ﹤0.01%
1,220
+400
864
$30.9K ﹤0.01%
+5,000
865
$30.7K ﹤0.01%
5,630
866
$30.7K ﹤0.01%
810
+410
867
$30.2K ﹤0.01%
+3,927
868
$30.1K ﹤0.01%
58
-8
869
$30.1K ﹤0.01%
529
870
$30K ﹤0.01%
1,167
+1
871
$29.9K ﹤0.01%
1,120
872
$29.9K ﹤0.01%
101
873
$29.8K ﹤0.01%
283
+178
874
$29.7K ﹤0.01%
+1,000
875
$29.5K ﹤0.01%
1,308
+1
33 34
35
36 37