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
901
$26.2K ﹤0.01%
1,410
902
$26K ﹤0.01%
114
903
$25.8K ﹤0.01%
2,730
+1,030
904
$25.8K ﹤0.01%
1,674
+44
905
$25.8K ﹤0.01%
983
906
$25.3K ﹤0.01%
+2,803
907
$25.3K ﹤0.01%
+1,856
908
$25.3K ﹤0.01%
1,003
909
$25.2K ﹤0.01%
780
-32
910
$24.9K ﹤0.01%
230
911
$24.7K ﹤0.01%
+620
912
$24.6K ﹤0.01%
+4,987
913
$24.5K ﹤0.01%
500
914
$24.3K ﹤0.01%
731
915
$24K ﹤0.01%
1,251
+14
916
$24K ﹤0.01%
516
+4
917
$23.3K ﹤0.01%
700
918
$23.1K ﹤0.01%
214
919
$22.9K ﹤0.01%
148
+85
920
$22.8K ﹤0.01%
608
921
$22.4K ﹤0.01%
1,200
+600
922
$22.3K ﹤0.01%
300
-42
923
$22.1K ﹤0.01%
1,139
924
$22K ﹤0.01%
423
-21
925
$22K ﹤0.01%
416
35 36
37
38 39