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
851
$104K ﹤0.01%
4,608
-814
852
$104K ﹤0.01%
8,000
853
$103K ﹤0.01%
26
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$103K ﹤0.01%
564
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$102K ﹤0.01%
2,323
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$102K ﹤0.01%
531
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$102K ﹤0.01%
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858
$101K ﹤0.01%
180
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859
$101K ﹤0.01%
2,200
860
$100K ﹤0.01%
13,902
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$99.5K ﹤0.01%
9,694
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862
$99.4K ﹤0.01%
266
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863
$99.4K ﹤0.01%
312
-13
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$99.2K ﹤0.01%
1,250
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$98.9K ﹤0.01%
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$98.5K ﹤0.01%
3,410
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$98.1K ﹤0.01%
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868
$97.9K ﹤0.01%
1,439
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$97.8K ﹤0.01%
820
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870
$97.7K ﹤0.01%
1,093
-2,875
871
$97.5K ﹤0.01%
1,762
872
$96.8K ﹤0.01%
899
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873
$96K ﹤0.01%
57
-11
874
$95.7K ﹤0.01%
6,672
+190
875
$95.5K ﹤0.01%
3,521
-376
33 34
35
36 37