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
$119M
AUM Growth
-$520K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.24M
3
+$1.05M
4
VV icon
Vanguard Large-Cap ETF
VV
+$854K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$608K

Top Sells

1
+$10.4M
2
+$1.26M
3
+$597K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$448K
5
CSCO icon
Cisco
CSCO
+$415K

Sector Composition

1 Financials 5.81%
2 Industrials 3.09%
3 Technology 2.44%
4 Energy 2.28%
5 Consumer Discretionary 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$88K 0.07%
1,078
102
$88K 0.07%
1,510
103
$84K 0.07%
1,400
104
$83K 0.07%
826
+86
105
$82K 0.07%
682
-287
106
$82K 0.07%
3,200
107
$81K 0.07%
2,835
+5
108
$77K 0.06%
1,700
109
$75K 0.06%
4,771
110
$72K 0.06%
4,200
-1,000
111
$71K 0.06%
2,740
+2
112
$69K 0.06%
1,514
113
$68K 0.06%
6,072
114
$66K 0.06%
1,000
115
$66K 0.06%
5,000
116
$65K 0.05%
611
117
$64K 0.05%
743
118
$62K 0.05%
1,647
119
$62K 0.05%
4,150
120
$60K 0.05%
363
-400
121
$57K 0.05%
660
122
$56K 0.05%
2,550
+1,100
123
$55K 0.05%
1,296
124
$54K 0.05%
274
-70
125
$53K 0.04%
1,000
3 4
5
6 7