AWM
Avior Wealth Management Portfolio holdings
AUM $2.89B
This Quarter Return
-1.78%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$2.63B
AUM Growth
-$99.3M (-4%)
Cap. Flow
-$35.1M
Cap. Flow % of AUM
-1.33%
Top 10 Holdings %Top 10 Hldgs %
30.35%
Holding
2,470
New
7
Increased
300
Reduced
365
Closed
1,731
Top Buys
| 1 | $11.8M | |
| 2 | $7.59M | |
| 3 | $7.23M | |
| 4 | $7.18M | |
| 5 | $7.13M |
Top Sells
| 1 | $3.31M | |
| 2 | $2.59M | |
| 3 | $2.43M | |
| 4 | $2.34M | |
| 5 | $1.97M |
Sector Composition
| 1 | Technology | 5.77% |
| 2 | Financials | 5.23% |
| 3 | Industrials | 2.25% |
| 4 | Healthcare | 2.18% |
| 5 | Consumer Discretionary | 1.76% |