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
1351
$36.8K ﹤0.01%
2,069
-73
1352
$36.8K ﹤0.01%
+3,523
1353
$36.6K ﹤0.01%
+1,225
1354
$36.6K ﹤0.01%
567
+532
1355
$36.6K ﹤0.01%
990
+945
1356
$36.5K ﹤0.01%
+585
1357
$36.2K ﹤0.01%
+1,012
1358
$36.1K ﹤0.01%
380
+212
1359
$36.1K ﹤0.01%
+741
1360
$36K ﹤0.01%
471
-178
1361
$36K ﹤0.01%
+435
1362
$35.9K ﹤0.01%
350
+282
1363
$35.8K ﹤0.01%
91
+90
1364
$35.7K ﹤0.01%
174
+45
1365
$35.6K ﹤0.01%
2,639
1366
$35.1K ﹤0.01%
+255
1367
$35.1K ﹤0.01%
1,332
+1,020
1368
$35.1K ﹤0.01%
+182
1369
$34.9K ﹤0.01%
+345
1370
$34.8K ﹤0.01%
+2,974
1371
$34.8K ﹤0.01%
+1,626
1372
$34.7K ﹤0.01%
+452
1373
$34.6K ﹤0.01%
+765
1374
$34.4K ﹤0.01%
+2,084
1375
$34.3K ﹤0.01%
367
+21