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
1076
$51.7K ﹤0.01%
2,829
+145
1077
$51.6K ﹤0.01%
872
+403
1078
$51.6K ﹤0.01%
1,515
1079
$51.4K ﹤0.01%
3,658
+11
1080
$51.4K ﹤0.01%
3,116
+586
1081
$51.2K ﹤0.01%
3,547
+3,109
1082
$51.1K ﹤0.01%
2,460
+129
1083
$50.8K ﹤0.01%
130
-18
1084
$50.8K ﹤0.01%
197
-471
1085
$50.8K ﹤0.01%
2,997
1086
$50.2K ﹤0.01%
509
-473
1087
$50.1K ﹤0.01%
1,397
-239
1088
$50K ﹤0.01%
500
1089
$49.8K ﹤0.01%
850
1090
$49.7K ﹤0.01%
1,682
-120
1091
$49.4K ﹤0.01%
1,390
1092
$49.3K ﹤0.01%
2,308
1093
$49K ﹤0.01%
688
+228
1094
$48.7K ﹤0.01%
686
-608
1095
$48.7K ﹤0.01%
4,304
-27,101
1096
$48.5K ﹤0.01%
929
-59
1097
$48.4K ﹤0.01%
3,923
+595
1098
$48.3K ﹤0.01%
1,239
+21
1099
$47.9K ﹤0.01%
494
-617
1100
$47.9K ﹤0.01%
1,939
+1,918
42 43
44
45 46