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
1001
$65.4K ﹤0.01%
236
-92
1002
$65.2K ﹤0.01%
1,119
+972
1003
$64.7K ﹤0.01%
1,431
1004
$64.6K ﹤0.01%
861
-487
1005
$63.5K ﹤0.01%
1,036
-476
1006
$63.4K ﹤0.01%
1,232
-153
1007
$63.3K ﹤0.01%
697
1008
$63.1K ﹤0.01%
1,139
+160
1009
$63K ﹤0.01%
1,951
+1,582
1010
$62.9K ﹤0.01%
849
-71
1011
$62.9K ﹤0.01%
1,611
+167
1012
$62.9K ﹤0.01%
703
-650
1013
$62.8K ﹤0.01%
288
-233
1014
$62.8K ﹤0.01%
1,742
-1,089
1015
$62.7K ﹤0.01%
2,189
-8,057
1016
$62.5K ﹤0.01%
2,148
-7,537
1017
$62.4K ﹤0.01%
763
-509
1018
$62.3K ﹤0.01%
1,240
+826
1019
$62.2K ﹤0.01%
5,081
+1,187
1020
$62.1K ﹤0.01%
381
-22
1021
$62K ﹤0.01%
8,742
+550
1022
$61.8K ﹤0.01%
+809
1023
$61.6K ﹤0.01%
1,661
-500
1024
$61.4K ﹤0.01%
488
+181
1025
$61.3K ﹤0.01%
369
-76
39 40
41
42 43