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
$935M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,198
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$6.91M
3
+$6.12M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.93M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.33M

Top Sells

1
+$1.88M
2
+$1.76M
3
+$1.51M
4
VTV icon
Vanguard Value ETF
VTV
+$1.4M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.39M

Sector Composition

1 Technology 7.63%
2 Financials 7.18%
3 Industrials 5.56%
4 Healthcare 5.18%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3K ﹤0.01%
+710
877
$3K ﹤0.01%
62
878
$3K ﹤0.01%
77
879
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+10
880
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100
881
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31
882
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66
883
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343
884
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226
+2
885
$3K ﹤0.01%
180
886
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278
887
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130
-1,718
888
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889
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68
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890
$3K ﹤0.01%
+1
891
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154
892
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110
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894
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+35
895
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10
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537
897
$2K ﹤0.01%
429
898
$2K ﹤0.01%
10
899
$2K ﹤0.01%
4
+1
900
$2K ﹤0.01%
11
34 35
36
37 38