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
$447M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.5M
3
+$2.38M
4
V icon
Visa
V
+$1.94M
5
BABA icon
Alibaba
BABA
+$1.77M

Top Sells

1
+$13.3M
2
+$115K
3
+$107K
4
VUG icon
Vanguard Growth ETF
VUG
+$102K
5
MA icon
Mastercard
MA
+$102K

Sector Composition

1 Financials 10.23%
2 Healthcare 7.24%
3 Industrials 6.84%
4 Technology 6.79%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.65M 0.37%
51,966
+5,037
77
$1.64M 0.37%
78,720
+1,718
78
$1.61M 0.36%
30,614
+6,450
79
$1.57M 0.35%
41,139
+32,606
80
$1.52M 0.34%
24,556
-605
81
$1.5M 0.34%
8,652
+2,507
82
$1.49M 0.33%
21,247
-293
83
$1.48M 0.33%
18,574
-152
84
$1.44M 0.32%
19,735
-182,519
85
$1.43M 0.32%
12,332
-82
86
$1.43M 0.32%
26,092
-592
87
$1.4M 0.31%
12,664
88
$1.37M 0.31%
46,304
+15,999
89
$1.34M 0.3%
9,998
-168
90
$1.33M 0.3%
4,993
-12
91
$1.3M 0.29%
49,962
+2,650
92
$1.28M 0.29%
8,288
-160
93
$1.27M 0.29%
44,721
94
$1.27M 0.29%
11,170
-182
95
$1.22M 0.27%
10,140
-183
96
$1.2M 0.27%
16,340
-462
97
$1.18M 0.26%
27,634
-425
98
$1.12M 0.25%
9,400
+9,336
99
$1.1M 0.25%
17,119
+16,000
100
$1.08M 0.24%
14,072
+2,258
2 3
4
5 6