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
$1.48B
AUM Growth
-$58.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,710
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.78M
3
+$1.23M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.1M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.01M

Top Sells

1
+$2.57M
2
+$2.2M
3
+$1.77M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.26M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.25M

Sector Composition

1 Technology 6.91%
2 Financials 6.51%
3 Healthcare 3.86%
4 Industrials 3.16%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$4.08K ﹤0.01%
16
1252
$4.07K ﹤0.01%
65
1253
$4.04K ﹤0.01%
+1,000
1254
$4.01K ﹤0.01%
20
1255
$4K ﹤0.01%
132
1256
$3.99K ﹤0.01%
33
1257
$3.98K ﹤0.01%
280
1258
$3.94K ﹤0.01%
106
1259
$3.92K ﹤0.01%
140
1260
$3.9K ﹤0.01%
122
1261
$3.88K ﹤0.01%
+98
1262
$3.88K ﹤0.01%
+311
1263
$3.87K ﹤0.01%
200
1264
$3.87K ﹤0.01%
172
1265
$3.85K ﹤0.01%
43
1266
$3.85K ﹤0.01%
331
1267
$3.84K ﹤0.01%
180
1268
$3.82K ﹤0.01%
+57
1269
$3.79K ﹤0.01%
12
1270
$3.78K ﹤0.01%
152
1271
$3.77K ﹤0.01%
202
1272
$3.74K ﹤0.01%
83
1273
$3.73K ﹤0.01%
+114
1274
$3.72K ﹤0.01%
+1,558
1275
$3.71K ﹤0.01%
162
49 50
51
52 53