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
1351
$2.58K ﹤0.01%
278
-499
1352
$2.58K ﹤0.01%
320
-25
1353
$2.57K ﹤0.01%
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1354
$2.56K ﹤0.01%
73
-124
1355
$2.54K ﹤0.01%
491
1356
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846
1357
$2.51K ﹤0.01%
51
1358
$2.49K ﹤0.01%
60
1359
$2.47K ﹤0.01%
+225
1360
$2.45K ﹤0.01%
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1361
$2.43K ﹤0.01%
+50
1362
$2.42K ﹤0.01%
10
1363
$2.36K ﹤0.01%
141
1364
$2.36K ﹤0.01%
+106
1365
$2.35K ﹤0.01%
+34
1366
$2.32K ﹤0.01%
88
1367
$2.32K ﹤0.01%
69
1368
$2.31K ﹤0.01%
62
-459
1369
$2.25K ﹤0.01%
13
-2
1370
$2.24K ﹤0.01%
64
1371
$2.23K ﹤0.01%
844
1372
$2.22K ﹤0.01%
100
+76
1373
$2.21K ﹤0.01%
200
1374
$2.2K ﹤0.01%
+92
1375
$2.18K ﹤0.01%
65
53 54
55
56 57