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
901
$88.7K ﹤0.01%
1,663
+234
902
$87.9K ﹤0.01%
5,424
+115
903
$87.1K ﹤0.01%
283
-104
904
$86.6K ﹤0.01%
1,590
905
$86.6K ﹤0.01%
3,476
-841
906
$86.4K ﹤0.01%
6,280
+240
907
$86.1K ﹤0.01%
22,602
+5,127
908
$86K ﹤0.01%
6,364
+40
909
$85.7K ﹤0.01%
1,587
-276
910
$85.6K ﹤0.01%
4,109
-1,528
911
$85.5K ﹤0.01%
2,395
-535
912
$85.5K ﹤0.01%
1,183
-1,009
913
$85.2K ﹤0.01%
1,957
-575
914
$85.2K ﹤0.01%
7,000
915
$84.8K ﹤0.01%
6,576
-1,403
916
$84.1K ﹤0.01%
1,616
-255
917
$84K ﹤0.01%
1,247
-655
918
$83.8K ﹤0.01%
2,454
+1,834
919
$83.7K ﹤0.01%
494
-236
920
$83.6K ﹤0.01%
1,171
+1,014
921
$83.5K ﹤0.01%
11,371
-1,752
922
$83.4K ﹤0.01%
1,409
-51
923
$83.2K ﹤0.01%
2,777
-664
924
$83K ﹤0.01%
1,883
+11
925
$82.9K ﹤0.01%
682
-360
35 36
37
38 39