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
1326
$3.09K ﹤0.01%
321
1327
$3.09K ﹤0.01%
+96
1328
$3.09K ﹤0.01%
610
1329
$3.05K ﹤0.01%
200
1330
$3.02K ﹤0.01%
225
1331
$3K ﹤0.01%
+159
1332
$2.99K ﹤0.01%
28
-22
1333
$2.98K ﹤0.01%
20
1334
$2.98K ﹤0.01%
65
1335
$2.94K ﹤0.01%
185
1336
$2.93K ﹤0.01%
1,000
1337
$2.81K ﹤0.01%
+2,050
1338
$2.8K ﹤0.01%
170
1339
$2.8K ﹤0.01%
120
1340
$2.77K ﹤0.01%
+246
1341
$2.76K ﹤0.01%
75
1342
$2.75K ﹤0.01%
+258
1343
$2.75K ﹤0.01%
9
+8
1344
$2.7K ﹤0.01%
+555
1345
$2.7K ﹤0.01%
204
1346
$2.65K ﹤0.01%
256
+3
1347
$2.62K ﹤0.01%
42
1348
$2.6K ﹤0.01%
51
1349
$2.59K ﹤0.01%
56
1350
$2.59K ﹤0.01%
120
52 53
54
55 56