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
1176
$40.6K ﹤0.01%
1,126
-245
1177
$40.5K ﹤0.01%
1,006
-70
1178
$40.4K ﹤0.01%
1,380
+503
1179
$40.4K ﹤0.01%
266
-319
1180
$40.3K ﹤0.01%
261
-174
1181
$40.2K ﹤0.01%
803
-427
1182
$40.2K ﹤0.01%
1,800
-7,263
1183
$39.9K ﹤0.01%
624
-179
1184
$39.8K ﹤0.01%
1,667
-65
1185
$39.8K ﹤0.01%
10,000
-40
1186
$39.8K ﹤0.01%
837
-155
1187
$39.7K ﹤0.01%
4,701
1188
$39.2K ﹤0.01%
4,418
1189
$39.1K ﹤0.01%
2,624
1190
$39K ﹤0.01%
3,225
-272
1191
$39K ﹤0.01%
638
+107
1192
$38.9K ﹤0.01%
335
-7
1193
$38.7K ﹤0.01%
900
1194
$38.6K ﹤0.01%
1,707
-1,676
1195
$38.5K ﹤0.01%
1,022
1196
$38.5K ﹤0.01%
2,058
-2,194
1197
$38.4K ﹤0.01%
175
-11
1198
$38.2K ﹤0.01%
1,068
1199
$38.2K ﹤0.01%
1,447
-96
1200
$38.1K ﹤0.01%
777
-8,204
46 47
48
49 50