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
$995M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$2.22M
3
+$1.98M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.95M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.94M

Top Sells

1
+$46.6M
2
+$2.98M
3
+$2.2M
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$1.88M
5
CLGX
Corelogic, Inc.
CLGX
+$1.37M

Sector Composition

1 Technology 7.61%
2 Financials 7.41%
3 Industrials 5.15%
4 Healthcare 5.08%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.92M 0.29%
6,833
+1,923
77
$2.92M 0.29%
64,488
+5,631
78
$2.9M 0.29%
25,667
+3,517
79
$2.84M 0.29%
12,130
-1,661
80
$2.82M 0.28%
34,894
-12,456
81
$2.82M 0.28%
26,385
-609
82
$2.8M 0.28%
13,700
+2,209
83
$2.77M 0.28%
11,993
-2
84
$2.77M 0.28%
30,768
+1,162
85
$2.7M 0.27%
29,828
-1,620
86
$2.63M 0.26%
108,647
+4,696
87
$2.58M 0.26%
87,028
+34,655
88
$2.55M 0.26%
14,117
-736
89
$2.55M 0.26%
45,799
+166
90
$2.48M 0.25%
37,887
-4,919
91
$2.44M 0.24%
106,360
+20,874
92
$2.43M 0.24%
46,544
-3,589
93
$2.39M 0.24%
18,956
+12
94
$2.38M 0.24%
9,287
-469
95
$2.36M 0.24%
15,262
-739
96
$2.33M 0.23%
10,296
-1,110
97
$2.32M 0.23%
19,555
+1,065
98
$2.28M 0.23%
15,375
+98
99
$2.26M 0.23%
10,960
+30
100
$2.2M 0.22%
17,540
-2,120
2 3
4
5 6