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
926
$82.6K ﹤0.01%
368
-442
927
$82.4K ﹤0.01%
600
-135
928
$82.2K ﹤0.01%
1,632
-133
929
$81.2K ﹤0.01%
1,845
-572
930
$81K ﹤0.01%
995
931
$80.6K ﹤0.01%
1,331
-376
932
$80.4K ﹤0.01%
678
-732
933
$80K ﹤0.01%
2,022
-399
934
$79.9K ﹤0.01%
813
-121
935
$79.7K ﹤0.01%
8,691
936
$79.6K ﹤0.01%
2,586
-81
937
$79.4K ﹤0.01%
810
+209
938
$79.3K ﹤0.01%
1,629
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939
$79.1K ﹤0.01%
697
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940
$78.8K ﹤0.01%
251
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941
$78.5K ﹤0.01%
10,360
+4,511
942
$78.2K ﹤0.01%
10,296
+411
943
$78K ﹤0.01%
6,830
-9,450
944
$78K ﹤0.01%
1,035
-338
945
$77.7K ﹤0.01%
522
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946
$77.6K ﹤0.01%
1,689
947
$77.2K ﹤0.01%
47
-91
948
$76.8K ﹤0.01%
1,599
-1,486
949
$76.7K ﹤0.01%
1,416
-119
950
$76.7K ﹤0.01%
481
-508
36 37
38
39 40