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
1101
$6.94K ﹤0.01%
95
+75
1102
$6.91K ﹤0.01%
+194
1103
$6.89K ﹤0.01%
166
1104
$6.88K ﹤0.01%
104
1105
$6.84K ﹤0.01%
+158
1106
$6.81K ﹤0.01%
1,050
1107
$6.8K ﹤0.01%
51
1108
$6.76K ﹤0.01%
240
1109
$6.75K ﹤0.01%
62
1110
$6.73K ﹤0.01%
130
1111
$6.7K ﹤0.01%
175
1112
$6.6K ﹤0.01%
+940
1113
$6.57K ﹤0.01%
92
1114
$6.56K ﹤0.01%
91
1115
$6.52K ﹤0.01%
+78
1116
$6.52K ﹤0.01%
535
1117
$6.43K ﹤0.01%
115
1118
$6.4K ﹤0.01%
40
1119
$6.39K ﹤0.01%
83
1120
$6.36K ﹤0.01%
+29
1121
$6.36K ﹤0.01%
86
1122
$6.32K ﹤0.01%
231
+18
1123
$6.3K ﹤0.01%
106
1124
$6.29K ﹤0.01%
+300
1125
$6.26K ﹤0.01%
42
+38
43 44
45
46 47