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
$1.48B
AUM Growth
-$58.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,710
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.78M
3
+$1.23M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.1M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.01M

Top Sells

1
+$2.57M
2
+$2.2M
3
+$1.77M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.26M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.25M

Sector Composition

1 Technology 6.91%
2 Financials 6.51%
3 Healthcare 3.86%
4 Industrials 3.16%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$29.1K ﹤0.01%
1,585
+19
877
$28.9K ﹤0.01%
993
-86
878
$28.8K ﹤0.01%
2,000
879
$28.8K ﹤0.01%
324
+273
880
$28.6K ﹤0.01%
2,065
881
$28.5K ﹤0.01%
293
-11
882
$28.3K ﹤0.01%
492
+401
883
$28.2K ﹤0.01%
392
+12
884
$28.1K ﹤0.01%
1,046
+166
885
$28.1K ﹤0.01%
284
-135
886
$28K ﹤0.01%
+400
887
$27.9K ﹤0.01%
921
-2,031
888
$27.9K ﹤0.01%
250
889
$27.9K ﹤0.01%
405
890
$27.9K ﹤0.01%
1,415
891
$27.7K ﹤0.01%
815
+5
892
$27.5K ﹤0.01%
299
-2,298
893
$27.3K ﹤0.01%
3,605
894
$27.2K ﹤0.01%
221
+34
895
$27.1K ﹤0.01%
413
896
$27.1K ﹤0.01%
190
-25
897
$26.8K ﹤0.01%
+2,885
898
$26.8K ﹤0.01%
200
899
$26.7K ﹤0.01%
2,644
+21
900
$26.4K ﹤0.01%
138
34 35
36
37 38