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
1151
$42.5K ﹤0.01%
1,052
+92
1152
$42.4K ﹤0.01%
263
-200
1153
$42.4K ﹤0.01%
292
-1,281
1154
$42.3K ﹤0.01%
4,433
+2,638
1155
$42.2K ﹤0.01%
214
+137
1156
$42.2K ﹤0.01%
356
+173
1157
$42.1K ﹤0.01%
3,687
-1
1158
$42K ﹤0.01%
156
-129
1159
$42K ﹤0.01%
3,284
-14
1160
$41.8K ﹤0.01%
212
-505
1161
$41.8K ﹤0.01%
422
-161
1162
$41.7K ﹤0.01%
4,823
+2,958
1163
$41.7K ﹤0.01%
1,932
1164
$41.6K ﹤0.01%
1,010
+607
1165
$41.1K ﹤0.01%
570
1166
$41K ﹤0.01%
1,000
-338
1167
$40.9K ﹤0.01%
3,940
-59
1168
$40.9K ﹤0.01%
466
+166
1169
$40.8K ﹤0.01%
448
-4
1170
$40.8K ﹤0.01%
325
-184
1171
$40.7K ﹤0.01%
+1,722
1172
$40.7K ﹤0.01%
268
-330
1173
$40.7K ﹤0.01%
445
+220
1174
$40.7K ﹤0.01%
1,261
+1,105
1175
$40.6K ﹤0.01%
1,604
-132
45 46
47
48 49