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
$1.48B
AUM Growth
-$58.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,710
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.78M
3
+$1.23M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.1M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.01M

Top Sells

1
+$2.57M
2
+$2.2M
3
+$1.77M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.26M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.25M

Sector Composition

1 Technology 6.91%
2 Financials 6.51%
3 Healthcare 3.86%
4 Industrials 3.16%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$15.9K ﹤0.01%
1,053
+235
977
$15.9K ﹤0.01%
125
978
$15.4K ﹤0.01%
381
+179
979
$15.3K ﹤0.01%
201
-175
980
$15.2K ﹤0.01%
135
-50
981
$15.2K ﹤0.01%
382
982
$14.5K ﹤0.01%
360
983
$14.4K ﹤0.01%
192
+12
984
$14.3K ﹤0.01%
580
985
$14.3K ﹤0.01%
230
-49
986
$14.2K ﹤0.01%
604
+7
987
$14.1K ﹤0.01%
125
988
$14.1K ﹤0.01%
134
-29
989
$14K ﹤0.01%
142
+33
990
$13.9K ﹤0.01%
379
+119
991
$13.9K ﹤0.01%
203
-2,199
992
$13.8K ﹤0.01%
329
993
$13.7K ﹤0.01%
+201
994
$13.7K ﹤0.01%
435
995
$13.6K ﹤0.01%
642
+2
996
$13.4K ﹤0.01%
67
+59
997
$13.3K ﹤0.01%
764
998
$13.1K ﹤0.01%
1,386
+4
999
$13.1K ﹤0.01%
400
1000
$13.1K ﹤0.01%
1,621
+25
38 39
40
41 42