AWM
Avior Wealth Management Portfolio holdings
AUM $2.63B
AUM
$2.63B
AUM Growth
-$99.3M (-4%)
Cap. Flow
+$32.7M
Cap. Flow % of AUM
1.24%
Top 10 Holdings %Top 10 Hldgs %
30.35%
Holding
2,470
New
7
Increased
300
Reduced
365
Closed
1,731
Top Buys
| 1 | $11.8M | |
| 2 | $7.59M | |
| 3 | $7.23M | |
| 4 | $7.18M | |
| 5 | $7.13M |
Top Sells
| 1 | $3.31M | |
| 2 | $2.59M | |
| 3 | $2.43M | |
| 4 | $2.34M | |
| 5 | $1.97M |
Sector Composition
| 1 | Technology | 5.77% |
| 2 | Financials | 5.23% |
| 3 | Industrials | 2.25% |
| 4 | Healthcare | 2.18% |
| 5 | Consumer Discretionary | 1.76% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -17 | Closed | – | |||
| $0 | 0% | 0 -356 | Closed | – | |||
| $0 | 0% | 0 -214 | Closed | – | |||
| $0 | 0% | 0 -1,704 | Closed | – | |||
| $0 | 0% | 0 -204 | Closed | – | |||
| $0 | 0% | 0 -996 | Closed | – | |||
| $0 | 0% | 0 -526 | Closed | – | |||
| $0 | 0% | 0 -32 | Closed | – | |||
| $0 | 0% | 0 -249 | Closed | – | |||
| $0 | 0% | 0 -2,502 | Closed | – | |||
| $0 | 0% | 0 -59 | Closed | – | |||
| $0 | 0% | 0 -1 | Closed | – | |||
| $0 | 0% | 0 | – | – | |||
| $0 | 0% | 0 -152 | Closed | – | |||
| $0 | 0% | 0 -99 | Closed | – | |||
| $0 | 0% | 0 -4 | Closed | – | |||
| $0 | 0% | 0 -5,826 | Closed | – | |||
| $0 | 0% | 0 -122 | Closed | – | |||
| $0 | 0% | 0 -1,420 | Closed | – | |||
| $0 | 0% | 0 -51 | Closed | – | |||
| $0 | 0% | 0 -197 | Closed | – | |||
| $0 | 0% | 0 -1,113 | Closed | – | |||
| $0 | 0% | 0 -631 | Closed | – | |||
| $0 | 0% | 0 -4,379 | Closed | – | |||
| $0 | 0% | 0 -90 | Closed | – |
