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
901
$2K ﹤0.01%
62
902
$2K ﹤0.01%
+200
903
$2K ﹤0.01%
19
904
$2K ﹤0.01%
5
905
$2K ﹤0.01%
+356
906
$2K ﹤0.01%
8
-16
907
$2K ﹤0.01%
343
908
$2K ﹤0.01%
6
909
$2K ﹤0.01%
2
-25
910
$2K ﹤0.01%
100
-450
911
$2K ﹤0.01%
52
-1
912
$2K ﹤0.01%
+229
913
$2K ﹤0.01%
66
914
$2K ﹤0.01%
+48
915
$2K ﹤0.01%
278
916
$2K ﹤0.01%
37
917
$2K ﹤0.01%
+300
918
$2K ﹤0.01%
+72
919
$2K ﹤0.01%
111
920
$2K ﹤0.01%
31
921
$2K ﹤0.01%
+42
922
$2K ﹤0.01%
4
923
$2K ﹤0.01%
+100
924
$2K ﹤0.01%
277
925
$2K ﹤0.01%
+13
35 36
37
38 39