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
1126
$45.5K ﹤0.01%
3,388
+2,975
1127
$45.5K ﹤0.01%
866
+830
1128
$45.4K ﹤0.01%
1,210
+15
1129
$45.2K ﹤0.01%
3,112
-3,138
1130
$45.2K ﹤0.01%
1,037
-238
1131
$44.9K ﹤0.01%
759
+22
1132
$44.5K ﹤0.01%
10,401
-10,712
1133
$44.4K ﹤0.01%
1,120
-34
1134
$44.3K ﹤0.01%
328
-81
1135
$44.1K ﹤0.01%
332
+131
1136
$44.1K ﹤0.01%
4,271
+94
1137
$44K ﹤0.01%
100
+99
1138
$43.8K ﹤0.01%
356
-3
1139
$43.7K ﹤0.01%
1,531
-1,983
1140
$43.7K ﹤0.01%
875
-154
1141
$43.6K ﹤0.01%
+1,000
1142
$43.6K ﹤0.01%
5,305
-46
1143
$43.4K ﹤0.01%
470
+465
1144
$43K ﹤0.01%
1,037
-760
1145
$43K ﹤0.01%
820
1146
$42.7K ﹤0.01%
155
+20
1147
$42.7K ﹤0.01%
530
-1,461
1148
$42.7K ﹤0.01%
1,679
+372
1149
$42.7K ﹤0.01%
6,973
+5,150
1150
$42.5K ﹤0.01%
1,043
-2,295
44 45
46
47 48