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
$447M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.5M
3
+$2.38M
4
V icon
Visa
V
+$1.94M
5
BABA icon
Alibaba
BABA
+$1.77M

Top Sells

1
+$13.3M
2
+$115K
3
+$107K
4
VUG icon
Vanguard Growth ETF
VUG
+$102K
5
MA icon
Mastercard
MA
+$102K

Sector Composition

1 Financials 10.23%
2 Healthcare 7.24%
3 Industrials 6.84%
4 Technology 6.79%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.07M 0.24%
10,515
-166
102
$1.06M 0.24%
39,496
+32,078
103
$1.04M 0.23%
19,360
+4,104
104
$1M 0.22%
19,224
+166
105
$1M 0.22%
13,036
+372
106
$994K 0.22%
10,082
-34
107
$969K 0.22%
21,132
+15,169
108
$950K 0.21%
11,831
+1,426
109
$943K 0.21%
18,116
+1,080
110
$928K 0.21%
9,509
+9,420
111
$908K 0.2%
+12,864
112
$855K 0.19%
5,851
+5,794
113
$841K 0.19%
+8,023
114
$837K 0.19%
+11,653
115
$815K 0.18%
32,577
+3,290
116
$807K 0.18%
+5,889
117
$806K 0.18%
+13,536
118
$786K 0.18%
5,156
119
$781K 0.17%
4,987
+4,836
120
$778K 0.17%
4,756
+4,686
121
$777K 0.17%
+10,127
122
$777K 0.17%
15,921
+360
123
$776K 0.17%
+5,150
124
$760K 0.17%
5,620
-755
125
$758K 0.17%
28,590
+19,374
3 4
5
6 7