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
$1.48B
AUM Growth
-$58.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,710
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.78M
3
+$1.23M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.1M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.01M

Top Sells

1
+$2.57M
2
+$2.2M
3
+$1.77M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.26M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.25M

Sector Composition

1 Technology 6.91%
2 Financials 6.51%
3 Healthcare 3.86%
4 Industrials 3.16%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$18.6K ﹤0.01%
345
-555
952
$18.6K ﹤0.01%
308
-1
953
$18.5K ﹤0.01%
649
-258
954
$18.5K ﹤0.01%
+500
955
$18.2K ﹤0.01%
605
956
$18.2K ﹤0.01%
120
957
$18.1K ﹤0.01%
157
+137
958
$17.9K ﹤0.01%
109
959
$17.9K ﹤0.01%
272
-200
960
$17.8K ﹤0.01%
440
961
$17.6K ﹤0.01%
225
+75
962
$17.6K ﹤0.01%
1,780
963
$17.3K ﹤0.01%
1,000
964
$17.2K ﹤0.01%
23
-15
965
$17.2K ﹤0.01%
2,665
+77
966
$17.1K ﹤0.01%
154
+1
967
$16.9K ﹤0.01%
1,470
968
$16.9K ﹤0.01%
311
+219
969
$16.7K ﹤0.01%
344
-833
970
$16.7K ﹤0.01%
162
-73
971
$16.6K ﹤0.01%
427
+1
972
$16.5K ﹤0.01%
95
973
$16.5K ﹤0.01%
139
974
$16.4K ﹤0.01%
390
-6
975
$16.2K ﹤0.01%
1,255
37 38
39
40 41