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
1101
$47.9K ﹤0.01%
713
-385
1102
$47.6K ﹤0.01%
+1,600
1103
$47.5K ﹤0.01%
261
-22
1104
$47.5K ﹤0.01%
1,129
+13
1105
$47.4K ﹤0.01%
496
-64
1106
$47.2K ﹤0.01%
240
-645
1107
$47.1K ﹤0.01%
828
+7
1108
$47K ﹤0.01%
1,088
+14
1109
$47K ﹤0.01%
3,151
+943
1110
$47K ﹤0.01%
300
-5
1111
$47K ﹤0.01%
1,196
-383
1112
$46.9K ﹤0.01%
+2,185
1113
$46.9K ﹤0.01%
2,046
-44
1114
$46.9K ﹤0.01%
932
-91
1115
$46.8K ﹤0.01%
338
-195
1116
$46.8K ﹤0.01%
3,479
1117
$46.7K ﹤0.01%
1,405
-1,939
1118
$46.5K ﹤0.01%
1,004
-1,074
1119
$46.3K ﹤0.01%
686
+55
1120
$46.3K ﹤0.01%
51
-71
1121
$46.3K ﹤0.01%
810
-11
1122
$45.8K ﹤0.01%
4,000
1123
$45.8K ﹤0.01%
846
-2,027
1124
$45.8K ﹤0.01%
331
-5,205
1125
$45.7K ﹤0.01%
2,740
-472
43 44
45
46 47