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
$1.21B
AUM Growth
-$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,285
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$5M
3
+$3.45M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.19M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.92M

Top Sells

1
+$19.8M
2
+$18.1M
3
+$17.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.98M

Sector Composition

1 Financials 8.03%
2 Technology 7.73%
3 Healthcare 4.9%
4 Industrials 4.55%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$4K ﹤0.01%
88
-88
927
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170
928
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600
929
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+1,000
930
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500
931
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510
+8
932
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10
933
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100
934
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10
935
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936
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100
937
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938
$3K ﹤0.01%
101
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939
$3K ﹤0.01%
18
-9
940
$3K ﹤0.01%
75
-28
941
$3K ﹤0.01%
60
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942
$3K ﹤0.01%
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943
$3K ﹤0.01%
6
944
$3K ﹤0.01%
25
-1,861
945
$3K ﹤0.01%
43
-43
946
$3K ﹤0.01%
180
947
$3K ﹤0.01%
112
-99
948
$3K ﹤0.01%
104
949
$3K ﹤0.01%
+83
950
$3K ﹤0.01%
152
36 37
38
39 40