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
$1.33B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,362
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$5.81M
3
+$5.31M
4
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$5.26M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.79M

Top Sells

1
+$13.5M
2
+$12.7M
3
+$5.1M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$2.01M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.98M

Sector Composition

1 Financials 7.05%
2 Technology 5.15%
3 Healthcare 3.87%
4 Industrials 3.22%
5 Consumer Discretionary 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$8.6K ﹤0.01%
+500
877
$8.59K ﹤0.01%
650
878
$8.56K ﹤0.01%
59
879
$8.54K ﹤0.01%
759
+13
880
$8.54K ﹤0.01%
208
+68
881
$8.53K ﹤0.01%
100
882
$8.47K ﹤0.01%
615
+4
883
$8.46K ﹤0.01%
1,050
-655
884
$8.44K ﹤0.01%
378
885
$8.25K ﹤0.01%
338
-53
886
$8.13K ﹤0.01%
196
887
$8.12K ﹤0.01%
700
888
$8.1K ﹤0.01%
+289
889
$7.99K ﹤0.01%
116
+1
890
$7.98K ﹤0.01%
1,000
891
$7.95K ﹤0.01%
121
-28
892
$7.85K ﹤0.01%
115
893
$7.84K ﹤0.01%
225
894
$7.77K ﹤0.01%
518
895
$7.75K ﹤0.01%
627
-891
896
$7.75K ﹤0.01%
152
-3,878
897
$7.74K ﹤0.01%
535
898
$7.68K ﹤0.01%
50
899
$7.66K ﹤0.01%
105
900
$7.66K ﹤0.01%
15
34 35
36
37 38