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
1201
$38K ﹤0.01%
329
-804
1202
$37.8K ﹤0.01%
1,220
-756
1203
$37.7K ﹤0.01%
326
-501
1204
$37.1K ﹤0.01%
944
-1,108
1205
$37K ﹤0.01%
520
-34
1206
$36.6K ﹤0.01%
2,639
1207
$36.3K ﹤0.01%
150
-1,047
1208
$36.3K ﹤0.01%
1,316
-279
1209
$36.2K ﹤0.01%
261
-89
1210
$36K ﹤0.01%
+580
1211
$35.9K ﹤0.01%
794
+29
1212
$35.7K ﹤0.01%
174
1213
$35.6K ﹤0.01%
623
-310
1214
$35.4K ﹤0.01%
1,704
-1,725
1215
$35.3K ﹤0.01%
512
-25
1216
$35.2K ﹤0.01%
391
-100
1217
$35.1K ﹤0.01%
13,000
1218
$35.1K ﹤0.01%
350
+5
1219
$34.8K ﹤0.01%
587
-538
1220
$34.6K ﹤0.01%
932
+916
1221
$34.5K ﹤0.01%
517
+219
1222
$34.5K ﹤0.01%
468
-3
1223
$34.2K ﹤0.01%
+300
1224
$34.2K ﹤0.01%
31,068
-4,068
1225
$34.1K ﹤0.01%
670
-90
47 48
49
50 51