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
$995M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$2.22M
3
+$1.98M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.95M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.94M

Top Sells

1
+$46.6M
2
+$2.98M
3
+$2.2M
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$1.88M
5
CLGX
Corelogic, Inc.
CLGX
+$1.37M

Sector Composition

1 Technology 7.61%
2 Financials 7.41%
3 Industrials 5.15%
4 Healthcare 5.08%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.08M 0.21%
37,333
+4,977
102
$2.05M 0.21%
10,692
-1,743
103
$2.03M 0.2%
8,837
-399
104
$2M 0.2%
76,752
+1,576
105
$1.95M 0.2%
35,320
+3,869
106
$1.94M 0.2%
4,874
-478
107
$1.92M 0.19%
18,297
-58
108
$1.88M 0.19%
19,762
-2,905
109
$1.86M 0.19%
20,972
-12,245
110
$1.85M 0.19%
31,765
+2,787
111
$1.85M 0.19%
6,342
-1,029
112
$1.83M 0.18%
52,080
+4,861
113
$1.82M 0.18%
35,379
-5,444
114
$1.78M 0.18%
65,308
+15,336
115
$1.77M 0.18%
67,704
+18
116
$1.73M 0.17%
4,370
-65
117
$1.66M 0.17%
49,289
-3,133
118
$1.63M 0.16%
+36,439
119
$1.62M 0.16%
13,994
+639
120
$1.61M 0.16%
28,876
+875
121
$1.6M 0.16%
4,548
-1,326
122
$1.58M 0.16%
24,475
-193
123
$1.58M 0.16%
7,012
+1,293
124
$1.55M 0.16%
5,400
-651
125
$1.54M 0.16%
5,180
-5
3 4
5
6 7