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
$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
1201
$4.77K ﹤0.01%
97
1202
$4.73K ﹤0.01%
73
1203
$4.71K ﹤0.01%
128
+93
1204
$4.7K ﹤0.01%
200
-225
1205
$4.67K ﹤0.01%
188
1206
$4.66K ﹤0.01%
177
1207
$4.65K ﹤0.01%
244
1208
$4.63K ﹤0.01%
491
-52
1209
$4.63K ﹤0.01%
52
1210
$4.63K ﹤0.01%
+59
1211
$4.61K ﹤0.01%
50
1212
$4.6K ﹤0.01%
19
1213
$4.57K ﹤0.01%
91
1214
$4.52K ﹤0.01%
50
1215
$4.49K ﹤0.01%
39
1216
$4.49K ﹤0.01%
130
1217
$4.48K ﹤0.01%
20
+10
1218
$4.47K ﹤0.01%
76
1219
$4.47K ﹤0.01%
13
-1
1220
$4.46K ﹤0.01%
+300
1221
$4.46K ﹤0.01%
187
+2
1222
$4.45K ﹤0.01%
218
1223
$4.44K ﹤0.01%
109
1224
$4.43K ﹤0.01%
+33
1225
$4.43K ﹤0.01%
90
47 48
49
50 51