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
$2.33B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,940
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$23.2M
3
+$20.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$20M
5
VUG icon
Vanguard Growth ETF
VUG
+$19.3M

Top Sells

1
+$21.4M
2
+$11.4M
3
+$9.6M
4
AAPL icon
Apple
AAPL
+$7.31M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$6.28M

Sector Composition

1 Technology 6.98%
2 Financials 5.66%
3 Industrials 3.04%
4 Healthcare 2.97%
5 Consumer Discretionary 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$70.7K ﹤0.01%
2,085
977
$70.2K ﹤0.01%
2,469
-1,927
978
$70.1K ﹤0.01%
648
+37
979
$70.1K ﹤0.01%
5,640
+728
980
$70K ﹤0.01%
700
-7
981
$70K ﹤0.01%
2,826
-1,338
982
$69.9K ﹤0.01%
741
+1
983
$69.4K ﹤0.01%
8,397
-437
984
$69.3K ﹤0.01%
12,987
985
$69.3K ﹤0.01%
4,250
-7,503
986
$68.7K ﹤0.01%
816
-709
987
$68.4K ﹤0.01%
1,234
-8
988
$68K ﹤0.01%
1,012
-16
989
$67.8K ﹤0.01%
657
-590
990
$67.5K ﹤0.01%
521
-1,089
991
$67.3K ﹤0.01%
2,695
+98
992
$67.2K ﹤0.01%
37
993
$66.9K ﹤0.01%
1,724
-370
994
$66.8K ﹤0.01%
+311
995
$66.4K ﹤0.01%
664
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996
$66.3K ﹤0.01%
689
-1,692
997
$65.9K ﹤0.01%
1,639
-274
998
$65.8K ﹤0.01%
399
-189
999
$65.6K ﹤0.01%
1,639
+384
1000
$65.5K ﹤0.01%
6,732
38 39
40
41 42