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
$236M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$918K
3
+$489K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$461K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$397K

Top Sells

1
+$1.09M
2
+$356K
3
+$252K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$198K
5
VTV icon
Vanguard Value ETF
VTV
+$153K

Sector Composition

1 Financials 7.48%
2 Healthcare 5.75%
3 Technology 4.4%
4 Industrials 4.17%
5 Energy 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.11M 0.47%
31,640
-40
77
$1.1M 0.47%
26,864
+610
78
$1.09M 0.46%
9,242
+180
79
$1.09M 0.46%
16,886
+246
80
$1.08M 0.46%
14,198
+673
81
$1.07M 0.46%
8,754
+299
82
$1.04M 0.44%
7,013
+371
83
$1.01M 0.43%
44,214
-1,542
84
$998K 0.42%
12,674
+75
85
$997K 0.42%
16,515
+539
86
$991K 0.42%
19,792
+4,000
87
$987K 0.42%
24,831
+957
88
$965K 0.41%
9,337
+787
89
$946K 0.4%
28,463
+147
90
$946K 0.4%
32,468
+1,732
91
$933K 0.4%
26,426
+1,063
92
$910K 0.39%
17,148
+1,334
93
$897K 0.38%
7,945
+776
94
$855K 0.36%
44,721
95
$813K 0.35%
17,129
+202
96
$692K 0.29%
9,177
+18
97
$689K 0.29%
6,426
98
$671K 0.28%
15,956
-3,036
99
$651K 0.28%
3
100
$648K 0.28%
5,640
-1,146
2 3
4
5 6