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
1301
$25K ﹤0.01%
620
1302
$25K ﹤0.01%
437
+78
1303
$24.9K ﹤0.01%
555
+112
1304
$24.4K ﹤0.01%
742
-1,162
1305
$24.3K ﹤0.01%
5,630
-706
1306
$24.2K ﹤0.01%
761
-567
1307
$23.9K ﹤0.01%
103
-505
1308
$23.8K ﹤0.01%
+637
1309
$23.7K ﹤0.01%
120
1310
$23.6K ﹤0.01%
1,257
-204
1311
$23.3K ﹤0.01%
+2,316
1312
$23.2K ﹤0.01%
39
-193
1313
$23.2K ﹤0.01%
100
-191
1314
$23K ﹤0.01%
518
1315
$22.9K ﹤0.01%
1,000
+993
1316
$22.9K ﹤0.01%
3,030
+366
1317
$22.8K ﹤0.01%
542
-3
1318
$22.6K ﹤0.01%
449
1319
$22.6K ﹤0.01%
239
1320
$22.5K ﹤0.01%
1,604
1321
$22.5K ﹤0.01%
421
1322
$22.4K ﹤0.01%
365
-336
1323
$22.4K ﹤0.01%
1,222
-741
1324
$22.4K ﹤0.01%
254
-111
1325
$22.4K ﹤0.01%
1,581
51 52
53
54 55