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
$128M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$1.45M
3
+$958K
4
CVX icon
Chevron
CVX
+$901K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$339K

Top Sells

1
+$3.14M
2
+$1.79M
3
+$1.48M
4
HPQ icon
HP
HPQ
+$674K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$380K

Sector Composition

1 Financials 5.93%
2 Energy 3.26%
3 Industrials 3.03%
4 Consumer Discretionary 1.68%
5 Technology 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$162K 0.13%
2,198
+348
77
$149K 0.12%
1,228
78
$146K 0.11%
1,746
-67
79
$145K 0.11%
2,550
80
$137K 0.11%
3,225
81
$133K 0.1%
2,811
82
$133K 0.1%
646
-115
83
$132K 0.1%
7,000
84
$131K 0.1%
4,884
+655
85
$127K 0.1%
2,935
86
$124K 0.1%
3,200
87
$121K 0.09%
1,750
-100
88
$119K 0.09%
1,400
89
$115K 0.09%
1,608
-135
90
$115K 0.09%
1,620
91
$106K 0.08%
1,343
+447
92
$105K 0.08%
907
+197
93
$102K 0.08%
1,542
+701
94
$99K 0.08%
914
95
$99K 0.08%
2,309
96
$99K 0.08%
+3,744
97
$97K 0.08%
1,159
-790
98
$97K 0.08%
2,194
+321
99
$97K 0.08%
2,898
+498
100
$96K 0.07%
8,857
2 3
4
5 6