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
1051
$55.6K ﹤0.01%
+1,500
1052
$55.6K ﹤0.01%
13,496
-14,803
1053
$55.5K ﹤0.01%
14,679
-4,718
1054
$55.4K ﹤0.01%
2,090
+2,075
1055
$55.1K ﹤0.01%
1,461
+83
1056
$55.1K ﹤0.01%
1,708
+1,450
1057
$55K ﹤0.01%
1,157
-581
1058
$55K ﹤0.01%
2,130
+7
1059
$54.6K ﹤0.01%
1,888
+195
1060
$54.5K ﹤0.01%
1,200
1061
$54.3K ﹤0.01%
1,086
+14
1062
$54.2K ﹤0.01%
1,529
+1,095
1063
$54K ﹤0.01%
+1,447
1064
$53.7K ﹤0.01%
403
+8
1065
$53.6K ﹤0.01%
723
+29
1066
$53.4K ﹤0.01%
996
-751
1067
$53.1K ﹤0.01%
1,283
1068
$53.1K ﹤0.01%
1,120
+595
1069
$53K ﹤0.01%
350
-73
1070
$52.9K ﹤0.01%
387
-883
1071
$52.7K ﹤0.01%
313
+158
1072
$52.6K ﹤0.01%
825
-204
1073
$51.9K ﹤0.01%
1,020
+620
1074
$51.9K ﹤0.01%
3,703
+66
1075
$51.8K ﹤0.01%
296
-232
41 42
43
44 45