AWM

Avior Wealth Management Portfolio holdings

AUM $3.1B
1-Year Est. Return 14.74%
This Quarter Est. Return
1 Year Est. Return
+14.74%
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
1151
$5.73K ﹤0.01%
42
1152
$5.67K ﹤0.01%
300
1153
$5.66K ﹤0.01%
28
1154
$5.63K ﹤0.01%
500
1155
$5.61K ﹤0.01%
156
1156
$5.57K ﹤0.01%
1,000
1157
$5.57K ﹤0.01%
109
1158
$5.56K ﹤0.01%
47
-1
1159
$5.47K ﹤0.01%
112
1160
$5.44K ﹤0.01%
2,315
+1,000
1161
$5.42K ﹤0.01%
60
1162
$5.42K ﹤0.01%
+89
1163
$5.41K ﹤0.01%
54
1164
$5.41K ﹤0.01%
1,113
1165
$5.41K ﹤0.01%
123
1166
$5.4K ﹤0.01%
65
1167
$5.39K ﹤0.01%
+69
1168
$5.38K ﹤0.01%
423
+1
1169
$5.36K ﹤0.01%
+1,300
1170
$5.35K ﹤0.01%
35
-6
1171
$5.33K ﹤0.01%
71
1172
$5.32K ﹤0.01%
175
1173
$5.3K ﹤0.01%
57
-20
1174
$5.26K ﹤0.01%
75
-42
1175
$5.23K ﹤0.01%
83
-128
45 46
47
48 49