AWM

Avior Wealth Management Portfolio holdings

AUM $3.1B
1-Year Est. Return 14.74%
This Quarter Est. Return
1 Year Est. Return
+14.74%
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 6.97%
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
1326
$22.3K ﹤0.01%
111
-132
1327
$22.2K ﹤0.01%
1,000
1328
$22.1K ﹤0.01%
525
-475
1329
$22.1K ﹤0.01%
243
-137
1330
$22.1K ﹤0.01%
9,487
+4
1331
$21.9K ﹤0.01%
655
+5
1332
$21.8K ﹤0.01%
123
-16
1333
$21.8K ﹤0.01%
200
-250
1334
$21.6K ﹤0.01%
1,089
+771
1335
$21.6K ﹤0.01%
5,816
-31
1336
$21.2K ﹤0.01%
414
1337
$21.2K ﹤0.01%
1,113
-409
1338
$21.2K ﹤0.01%
403
1339
$21K ﹤0.01%
78
-246
1340
$20.9K ﹤0.01%
1,650
+919
1341
$20.6K ﹤0.01%
142
-322
1342
$20.5K ﹤0.01%
222
-1,161
1343
$20.5K ﹤0.01%
750
+170
1344
$20.3K ﹤0.01%
491
-13
1345
$20.2K ﹤0.01%
2,760
+2,549
1346
$20.2K ﹤0.01%
225
1347
$20.2K ﹤0.01%
4,510
-51
1348
$20.1K ﹤0.01%
1,300
1349
$20K ﹤0.01%
903
-1,418
1350
$19.9K ﹤0.01%
682
52 53
54
55 56