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
$2.15B
AUM Growth
+$502M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,892
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$14.4M
3 +$13.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.3M
5
BA icon
Boeing
BA
+$8.31M

Sector Composition

1 Technology 7.87%
2 Financials 7.18%
3 Industrials 3.97%
4 Healthcare 3.68%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$44.4K ﹤0.01%
821
+11
1277
$44.4K ﹤0.01%
567
-2,478
1278
$44.3K ﹤0.01%
+173
1279
$44.1K ﹤0.01%
+1,400
1280
$44K ﹤0.01%
+135
1281
$43.7K ﹤0.01%
1,195
1282
$43.6K ﹤0.01%
+99
1283
$43.6K ﹤0.01%
+5,351
1284
$43.4K ﹤0.01%
701
+561
1285
$43.4K ﹤0.01%
283
+33
1286
$43.1K ﹤0.01%
1,328
-1,336
1287
$43.1K ﹤0.01%
+966
1288
$42.8K ﹤0.01%
225
+221
1289
$42.6K ﹤0.01%
+243
1290
$42.3K ﹤0.01%
1,283
1291
$42.3K ﹤0.01%
+6,370
1292
$42.2K ﹤0.01%
1,071
+724
1293
$42K ﹤0.01%
+600
1294
$42K ﹤0.01%
+432
1295
$41.9K ﹤0.01%
1,522
+1,372
1296
$41.8K ﹤0.01%
+4,177
1297
$41.8K ﹤0.01%
+678
1298
$41.8K ﹤0.01%
+22,469
1299
$41.8K ﹤0.01%
+1,595
1300
$41.7K ﹤0.01%
+884