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
1276
$27.8K ﹤0.01%
57
-131
1277
$27.8K ﹤0.01%
595
1278
$27.7K ﹤0.01%
821
-250
1279
$27.7K ﹤0.01%
190
+120
1280
$27.7K ﹤0.01%
1,257
+219
1281
$27.7K ﹤0.01%
573
1282
$27.6K ﹤0.01%
524
-553
1283
$27.4K ﹤0.01%
3,345
+74
1284
$27.3K ﹤0.01%
+708
1285
$27.2K ﹤0.01%
500
1286
$27.1K ﹤0.01%
1,582
-6,760
1287
$27.1K ﹤0.01%
144
-45
1288
$27K ﹤0.01%
492
-456
1289
$26.8K ﹤0.01%
501
-42
1290
$26.8K ﹤0.01%
740
+333
1291
$26.7K ﹤0.01%
+1,673
1292
$26.1K ﹤0.01%
679
-4,055
1293
$26.1K ﹤0.01%
806
-2,157
1294
$25.9K ﹤0.01%
416
-11
1295
$25.9K ﹤0.01%
248
-377
1296
$25.9K ﹤0.01%
265
-512
1297
$25.5K ﹤0.01%
880
1298
$25.3K ﹤0.01%
2,015
-5
1299
$25.2K ﹤0.01%
599
+36
1300
$25.2K ﹤0.01%
1,278
50 51
52
53 54