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
1276
$3.7K ﹤0.01%
35
1277
$3.69K ﹤0.01%
+114
1278
$3.69K ﹤0.01%
539
1279
$3.69K ﹤0.01%
31
-2
1280
$3.68K ﹤0.01%
80
1281
$3.67K ﹤0.01%
+124
1282
$3.66K ﹤0.01%
+65
1283
$3.65K ﹤0.01%
301
1284
$3.64K ﹤0.01%
+296
1285
$3.61K ﹤0.01%
134
1286
$3.6K ﹤0.01%
77
1287
$3.58K ﹤0.01%
245
1288
$3.53K ﹤0.01%
150
1289
$3.52K ﹤0.01%
+36
1290
$3.51K ﹤0.01%
35
1291
$3.5K ﹤0.01%
103
1292
$3.5K ﹤0.01%
71
-236
1293
$3.49K ﹤0.01%
+571
1294
$3.46K ﹤0.01%
+478
1295
$3.46K ﹤0.01%
+239
1296
$3.46K ﹤0.01%
542
1297
$3.44K ﹤0.01%
82
+75
1298
$3.44K ﹤0.01%
22
1299
$3.44K ﹤0.01%
33
1300
$3.43K ﹤0.01%
15
50 51
52
53 54