AWM

Avior Wealth Management Portfolio holdings

AUM $3.1B
1-Year Est. Return 14.74%
This Quarter Est. Return
1 Year Est. Return
+14.74%
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
951
$1K ﹤0.01%
111
+1
952
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+50
953
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+17
954
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24
-8
955
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2
956
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52
957
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13
-257
958
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+26
959
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+1
960
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8
961
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10
962
$1K ﹤0.01%
40
-24,330
963
$1K ﹤0.01%
86
964
$1K ﹤0.01%
100
+26
965
$1K ﹤0.01%
12
966
$1K ﹤0.01%
57
967
$1K ﹤0.01%
3
968
$1K ﹤0.01%
+54
969
$1K ﹤0.01%
+22
970
$1K ﹤0.01%
+46
971
$1K ﹤0.01%
+5
972
$1K ﹤0.01%
65
973
$1K ﹤0.01%
31
974
$1K ﹤0.01%
9
975
$1K ﹤0.01%
+275
37 38
39
40 41