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
1251
$30.5K ﹤0.01%
1,000
1252
$30.5K ﹤0.01%
305
-141
1253
$30.4K ﹤0.01%
+2,871
1254
$30.4K ﹤0.01%
326
-317
1255
$30.4K ﹤0.01%
1,549
-1,450
1256
$30.2K ﹤0.01%
207
-16
1257
$30.1K ﹤0.01%
685
1258
$29.9K ﹤0.01%
12,758
-8,225
1259
$29.5K ﹤0.01%
+1,220
1260
$29.5K ﹤0.01%
200
1261
$29.4K ﹤0.01%
7,078
+6,133
1262
$29.2K ﹤0.01%
22,469
1263
$29K ﹤0.01%
1,710
-1,114
1264
$28.9K ﹤0.01%
1,003
1265
$28.8K ﹤0.01%
786
-4
1266
$28.5K ﹤0.01%
299
-146
1267
$28.4K ﹤0.01%
1,765
1268
$28.3K ﹤0.01%
500
1269
$28.2K ﹤0.01%
145
-87
1270
$28.2K ﹤0.01%
467
-31
1271
$28.1K ﹤0.01%
985
+14
1272
$28K ﹤0.01%
34
-137
1273
$28K ﹤0.01%
1,765
+1,051
1274
$28K ﹤0.01%
20
-85
1275
$27.8K ﹤0.01%
1,436
49 50
51
52 53