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
$2.33B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,940
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$23.2M
3
+$20.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$20M
5
VUG icon
Vanguard Growth ETF
VUG
+$19.3M

Top Sells

1
+$21.4M
2
+$11.4M
3
+$9.6M
4
AAPL icon
Apple
AAPL
+$7.31M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$6.28M

Sector Composition

1 Technology 6.98%
2 Financials 5.66%
3 Industrials 3.04%
4 Healthcare 2.97%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$95.4K ﹤0.01%
+1,805
877
$95.3K ﹤0.01%
1,227
-195
878
$94.6K ﹤0.01%
1,080
-704
879
$94.6K ﹤0.01%
1,325
-149
880
$94.5K ﹤0.01%
+1,650
881
$94.2K ﹤0.01%
4,175
+3,343
882
$94.2K ﹤0.01%
2,192
-1,156
883
$93.8K ﹤0.01%
1,207
-330
884
$93.7K ﹤0.01%
851
-227
885
$92.4K ﹤0.01%
1,968
-100
886
$92.4K ﹤0.01%
179
-330
887
$91.9K ﹤0.01%
5,090
888
$91.8K ﹤0.01%
2,377
-571
889
$91.8K ﹤0.01%
4,007
890
$91.1K ﹤0.01%
403
-94
891
$91K ﹤0.01%
22,534
-9,725
892
$90.9K ﹤0.01%
834
+238
893
$90.5K ﹤0.01%
1,016
-595
894
$90.3K ﹤0.01%
237
-103
895
$89.8K ﹤0.01%
1,952
-254
896
$89.7K ﹤0.01%
269
+34
897
$89.5K ﹤0.01%
436
-10
898
$89.5K ﹤0.01%
+1,091
899
$89.1K ﹤0.01%
504
-131
900
$88.9K ﹤0.01%
508
-354
34 35
36
37 38