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
1026
$61.1K ﹤0.01%
+436
1027
$60.2K ﹤0.01%
344
-3
1028
$60.2K ﹤0.01%
2,261
-2,246
1029
$60.2K ﹤0.01%
613
+606
1030
$60.1K ﹤0.01%
390
-200
1031
$59.9K ﹤0.01%
5,868
+879
1032
$59.7K ﹤0.01%
636
-111
1033
$59.5K ﹤0.01%
1,363
+574
1034
$59.3K ﹤0.01%
1,161
-50
1035
$58.3K ﹤0.01%
566
-301
1036
$57.9K ﹤0.01%
3,661
+737
1037
$57.8K ﹤0.01%
3,663
-301,010
1038
$57.7K ﹤0.01%
1,014
1039
$57.2K ﹤0.01%
2,534
1040
$56.9K ﹤0.01%
2,006
1041
$56.9K ﹤0.01%
322
-162
1042
$56.9K ﹤0.01%
391
-702
1043
$56.8K ﹤0.01%
530
+100
1044
$56.4K ﹤0.01%
8,518
+2,148
1045
$56.2K ﹤0.01%
1,111
+145
1046
$56.2K ﹤0.01%
637
+15
1047
$56.2K ﹤0.01%
+1,521
1048
$56K ﹤0.01%
1,032
-821
1049
$56K ﹤0.01%
1,572
-513
1050
$55.6K ﹤0.01%
600
40 41
42
43 44