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
1126
$6.25K ﹤0.01%
1,000
1127
$6.22K ﹤0.01%
127
+52
1128
$6.21K ﹤0.01%
28
1129
$6.16K ﹤0.01%
144
1130
$6.11K ﹤0.01%
55
1131
$6.09K ﹤0.01%
305
1132
$6.08K ﹤0.01%
107
-1
1133
$6.05K ﹤0.01%
47
1134
$6.01K ﹤0.01%
123
+2
1135
$5.98K ﹤0.01%
161
1136
$5.98K ﹤0.01%
+300
1137
$5.94K ﹤0.01%
368
+7
1138
$5.91K ﹤0.01%
58
-45
1139
$5.9K ﹤0.01%
50
1140
$5.88K ﹤0.01%
34
1141
$5.86K ﹤0.01%
+586
1142
$5.84K ﹤0.01%
+140
1143
$5.84K ﹤0.01%
+456
1144
$5.82K ﹤0.01%
144
1145
$5.82K ﹤0.01%
113
1146
$5.81K ﹤0.01%
70
+65
1147
$5.8K ﹤0.01%
91
1148
$5.79K ﹤0.01%
309
+75
1149
$5.76K ﹤0.01%
113
1150
$5.75K ﹤0.01%
313
44 45
46
47 48