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
1301
$41.7K ﹤0.01%
1,932
1302
$41.7K ﹤0.01%
+2,624
1303
$41.7K ﹤0.01%
1,626
+1,438
1304
$41.6K ﹤0.01%
570
1305
$41.5K ﹤0.01%
+1,290
1306
$41.3K ﹤0.01%
760
+210
1307
$41.3K ﹤0.01%
+960
1308
$41K ﹤0.01%
951
+932
1309
$41K ﹤0.01%
1,068
1310
$40.8K ﹤0.01%
+3,688
1311
$40.5K ﹤0.01%
+1,255
1312
$40.1K ﹤0.01%
+537
1313
$40K ﹤0.01%
+933
1314
$39.9K ﹤0.01%
+147
1315
$39.9K ﹤0.01%
+225
1316
$39.7K ﹤0.01%
1,000
-100
1317
$39.7K ﹤0.01%
+3,328
1318
$39.5K ﹤0.01%
+1,218
1319
$39.5K ﹤0.01%
+466
1320
$39.5K ﹤0.01%
+567
1321
$39.5K ﹤0.01%
445
+169
1322
$39.4K ﹤0.01%
+10,040
1323
$39.3K ﹤0.01%
342
+217
1324
$39.2K ﹤0.01%
900
-1,348
1325
$39.2K ﹤0.01%
+288