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
1176
$5.22K ﹤0.01%
500
1177
$5.22K ﹤0.01%
+272
1178
$5.22K ﹤0.01%
467
+13
1179
$5.21K ﹤0.01%
186
1180
$5.2K ﹤0.01%
36
+26
1181
$5.2K ﹤0.01%
506
1182
$5.18K ﹤0.01%
20
-13
1183
$5.17K ﹤0.01%
192
1184
$5.15K ﹤0.01%
76
1185
$5.1K ﹤0.01%
99
1186
$5.1K ﹤0.01%
300
+150
1187
$5.05K ﹤0.01%
130
1188
$5.05K ﹤0.01%
128
1189
$5.05K ﹤0.01%
11
-1
1190
$5.01K ﹤0.01%
13
1191
$4.95K ﹤0.01%
+220
1192
$4.94K ﹤0.01%
255
-531
1193
$4.92K ﹤0.01%
79
1194
$4.89K ﹤0.01%
107
1195
$4.85K ﹤0.01%
258
1196
$4.85K ﹤0.01%
18
1197
$4.84K ﹤0.01%
14
+10
1198
$4.79K ﹤0.01%
145
1199
$4.77K ﹤0.01%
+207
1200
$4.77K ﹤0.01%
53
46 47
48
49 50