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
951
$76.3K ﹤0.01%
260
-264
952
$76.2K ﹤0.01%
1,778
953
$75.7K ﹤0.01%
5,351
+576
954
$75.5K ﹤0.01%
1,080
-2,806
955
$75.2K ﹤0.01%
1,365
-333
956
$75.1K ﹤0.01%
702
+73
957
$74.7K ﹤0.01%
469
+439
958
$74.7K ﹤0.01%
1,050
-232
959
$74.4K ﹤0.01%
703
-307
960
$74.3K ﹤0.01%
788
-205
961
$74.3K ﹤0.01%
3,547
+62
962
$74.2K ﹤0.01%
1,090
963
$74.1K ﹤0.01%
714
964
$74.1K ﹤0.01%
47
965
$73.9K ﹤0.01%
942
-55
966
$73.5K ﹤0.01%
741
967
$73.1K ﹤0.01%
433
-427
968
$73K ﹤0.01%
9,706
+1,014
969
$72.7K ﹤0.01%
96
+32
970
$72.6K ﹤0.01%
1,339
971
$72.3K ﹤0.01%
2,063
-3,086
972
$71.4K ﹤0.01%
4,000
973
$71.4K ﹤0.01%
373
+126
974
$71.3K ﹤0.01%
2,132
-445
975
$70.8K ﹤0.01%
730
-1,935
37 38
39
40 41