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
926
$2K ﹤0.01%
250
+5
927
$2K ﹤0.01%
155
+1
928
$2K ﹤0.01%
98
929
$2K ﹤0.01%
224
+2
930
$2K ﹤0.01%
73
931
$2K ﹤0.01%
111
932
$1K ﹤0.01%
16
933
$1K ﹤0.01%
62
934
$1K ﹤0.01%
51
935
$1K ﹤0.01%
17
936
$1K ﹤0.01%
38
-129
937
$1K ﹤0.01%
56
-900
938
$1K ﹤0.01%
15
-15,958
939
$1K ﹤0.01%
6
940
$1K ﹤0.01%
50
941
$1K ﹤0.01%
31
942
$1K ﹤0.01%
26
943
$1K ﹤0.01%
+11
944
$1K ﹤0.01%
48
-860
945
$1K ﹤0.01%
30
946
$1K ﹤0.01%
16
-256
947
$1K ﹤0.01%
100
948
$1K ﹤0.01%
14
949
$1K ﹤0.01%
25
950
$1K ﹤0.01%
63
36 37
38
39 40