AWM

Avior Wealth Management Portfolio holdings

AUM $2.89B
This Quarter Return
-1.78%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$2.63B
AUM Growth
-$99.3M
Cap. Flow
-$35.1M
Cap. Flow %
-1.33%
Top 10 Hldgs %
30.35%
Holding
2,470
New
7
Increased
300
Reduced
365
Closed
1,731
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-235
Closed
-$4.21K
-215
Closed
-$7.14K
-19
Closed
-$6.45K
-69
Closed
-$743
-8
Closed
-$234
-7
Closed
-$12
-313
Closed
-$48.5K
-37
Closed
-$18K
-202
Closed
-$10.3K
-227
Closed
-$26.6K
-2,178
Closed
-$33.5K
-325
Closed
-$15.9K
-3,219
Closed
-$63.9K
-5,801
Closed
-$166K
-76
Closed
-$446
-352
Closed
-$3.89K
-283
Closed
-$48.7K
-303
Closed
-$31.8K
-1,135
Closed
-$19.5K
-1,630
Closed
-$36.2K
-448
Closed
-$24.5K
-55
Closed
-$1.19K
-438
Closed
-$14.9K
-50
Closed
-$527
-367
Closed
-$67.5K