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
$2.15B
AUM Growth
+$502M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,892
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$14.4M
3 +$13.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.3M
5
BA icon
Boeing
BA
+$8.31M

Sector Composition

1 Technology 7.87%
2 Financials 7.18%
3 Industrials 3.97%
4 Healthcare 3.68%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$79.1K ﹤0.01%
1,689
1052
$78.7K ﹤0.01%
+63
1053
$78.4K ﹤0.01%
+463
1054
$77.9K ﹤0.01%
+1,707
1055
$77.7K ﹤0.01%
+553
1056
$77.6K ﹤0.01%
714
1057
$77.6K ﹤0.01%
+3,162
1058
$77.4K ﹤0.01%
+3,774
1059
$77.3K ﹤0.01%
1,886
+126
1060
$77.2K ﹤0.01%
+1,797
1061
$77K ﹤0.01%
596
+590
1062
$76.9K ﹤0.01%
1,398
-1,212
1063
$76.7K ﹤0.01%
+445
1064
$76.6K ﹤0.01%
+4,000
1065
$76.6K ﹤0.01%
920
+908
1066
$76.4K ﹤0.01%
741
+1
1067
$76.4K ﹤0.01%
2,161
+661
1068
$76.2K ﹤0.01%
+611
1069
$75.9K ﹤0.01%
3,497
+253
1070
$75.5K ﹤0.01%
2,085
+527
1071
$75.3K ﹤0.01%
+3,383
1072
$75.1K ﹤0.01%
995
1073
$75K ﹤0.01%
596
+567
1074
$74.9K ﹤0.01%
+8,834
1075
$74.9K ﹤0.01%
280
+278