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
$995M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$2.22M
3
+$1.98M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.95M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.94M

Top Sells

1
+$46.6M
2
+$2.98M
3
+$2.2M
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$1.88M
5
CLGX
Corelogic, Inc.
CLGX
+$1.37M

Sector Composition

1 Technology 7.61%
2 Financials 7.41%
3 Industrials 5.15%
4 Healthcare 5.08%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$3K ﹤0.01%
+134
877
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5
878
$3K ﹤0.01%
71
+3
879
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+51
880
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46
881
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+200
882
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19
883
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110
884
$3K ﹤0.01%
162
885
$2K ﹤0.01%
12
886
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35
887
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+5
888
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10
889
$2K ﹤0.01%
537
890
$2K ﹤0.01%
429
891
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1
-11
892
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3
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893
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894
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46
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895
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12
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896
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141
+16
897
$2K ﹤0.01%
+17
898
$2K ﹤0.01%
+100
899
$2K ﹤0.01%
13
900
$2K ﹤0.01%
7
34 35
36
37 38