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
1226
$34.1K ﹤0.01%
1,823
-253
1227
$34.1K ﹤0.01%
+8,375
1228
$34K ﹤0.01%
367
1229
$34K ﹤0.01%
2,358
-8,583
1230
$33.7K ﹤0.01%
901
+250
1231
$33.6K ﹤0.01%
2,462
+187
1232
$33.6K ﹤0.01%
391
-41
1233
$33.5K ﹤0.01%
843
-111
1234
$33.5K ﹤0.01%
3,927
1235
$33.2K ﹤0.01%
437
-569
1236
$32.5K ﹤0.01%
2,464
-2,350
1237
$32.2K ﹤0.01%
257
1238
$32K ﹤0.01%
701
-40
1239
$31.9K ﹤0.01%
609
+45
1240
$31.8K ﹤0.01%
662
-7,344
1241
$31.8K ﹤0.01%
1,427
-4,986
1242
$31.7K ﹤0.01%
1,425
+45
1243
$31.6K ﹤0.01%
1,802
-267
1244
$31.3K ﹤0.01%
766
+62
1245
$31.2K ﹤0.01%
860
+812
1246
$30.9K ﹤0.01%
+300
1247
$30.9K ﹤0.01%
643
-70
1248
$30.7K ﹤0.01%
2,000
-30,658
1249
$30.7K ﹤0.01%
153
+149
1250
$30.7K ﹤0.01%
2,901
48 49
50
51 52