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
1051
$9.38K ﹤0.01%
194
1052
$9.25K ﹤0.01%
+137
1053
$9.24K ﹤0.01%
220
-150
1054
$9.19K ﹤0.01%
225
1055
$9.09K ﹤0.01%
108
1056
$9.04K ﹤0.01%
700
1057
$8.91K ﹤0.01%
1,331
+1,041
1058
$8.89K ﹤0.01%
45
1059
$8.85K ﹤0.01%
126
+20
1060
$8.81K ﹤0.01%
812
1061
$8.75K ﹤0.01%
189
-5,799
1062
$8.74K ﹤0.01%
119
1063
$8.69K ﹤0.01%
10
-500
1064
$8.64K ﹤0.01%
196
1065
$8.63K ﹤0.01%
210
1066
$8.56K ﹤0.01%
97
1067
$8.4K ﹤0.01%
147
-160
1068
$8.35K ﹤0.01%
50
1069
$8.32K ﹤0.01%
700
1070
$8.31K ﹤0.01%
120
+87
1071
$8.29K ﹤0.01%
150
1072
$8.29K ﹤0.01%
316
-45
1073
$8.23K ﹤0.01%
624
1074
$8.2K ﹤0.01%
25
1075
$8.1K ﹤0.01%
50
41 42
43
44 45