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
1076
$8.07K ﹤0.01%
+287
1077
$8.05K ﹤0.01%
+90
1078
$7.94K ﹤0.01%
261
-3,704
1079
$7.78K ﹤0.01%
+140
1080
$7.67K ﹤0.01%
39
+33
1081
$7.65K ﹤0.01%
158
1082
$7.59K ﹤0.01%
+267
1083
$7.59K ﹤0.01%
+834
1084
$7.49K ﹤0.01%
50
1085
$7.44K ﹤0.01%
500
1086
$7.43K ﹤0.01%
+528
1087
$7.41K ﹤0.01%
220
-125
1088
$7.36K ﹤0.01%
+106
1089
$7.36K ﹤0.01%
68
1090
$7.33K ﹤0.01%
312
+300
1091
$7.29K ﹤0.01%
654
+1
1092
$7.27K ﹤0.01%
120
1093
$7.23K ﹤0.01%
85
+44
1094
$7.18K ﹤0.01%
21
1095
$7.17K ﹤0.01%
144
1096
$7.14K ﹤0.01%
+663
1097
$7.14K ﹤0.01%
667
+243
1098
$7.06K ﹤0.01%
100
1099
$7.06K ﹤0.01%
501
1100
$7.03K ﹤0.01%
+638
42 43
44
45 46