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
1301
$3.4K ﹤0.01%
23
-4
1302
$3.4K ﹤0.01%
400
-93
1303
$3.39K ﹤0.01%
88
+1
1304
$3.36K ﹤0.01%
341
1305
$3.29K ﹤0.01%
122
1306
$3.27K ﹤0.01%
+102
1307
$3.27K ﹤0.01%
1,069
1308
$3.26K ﹤0.01%
37
1309
$3.26K ﹤0.01%
173
1310
$3.26K ﹤0.01%
79
1311
$3.25K ﹤0.01%
+100
1312
$3.25K ﹤0.01%
+500
1313
$3.25K ﹤0.01%
427
1314
$3.24K ﹤0.01%
18
-2
1315
$3.23K ﹤0.01%
285
1316
$3.19K ﹤0.01%
31
1317
$3.19K ﹤0.01%
8
1318
$3.18K ﹤0.01%
150
1319
$3.16K ﹤0.01%
57
1320
$3.13K ﹤0.01%
60
+18
1321
$3.12K ﹤0.01%
121
1322
$3.12K ﹤0.01%
114
1323
$3.12K ﹤0.01%
308
1324
$3.12K ﹤0.01%
71
-36
1325
$3.11K ﹤0.01%
111
51 52
53
54 55