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
1351
$19.8K ﹤0.01%
+1,970
1352
$19.8K ﹤0.01%
791
-239
1353
$19.7K ﹤0.01%
54
-421
1354
$19.6K ﹤0.01%
748
+503
1355
$19.4K ﹤0.01%
500
-2,187
1356
$19.4K ﹤0.01%
168
1357
$19.2K ﹤0.01%
900
1358
$19.1K ﹤0.01%
+2,710
1359
$19.1K ﹤0.01%
124
-45
1360
$18.9K ﹤0.01%
496
1361
$18.9K ﹤0.01%
199
1362
$18.9K ﹤0.01%
215
+175
1363
$18.8K ﹤0.01%
516
-491
1364
$18.7K ﹤0.01%
1,649
-3,103
1365
$18.6K ﹤0.01%
5,062
1366
$18.5K ﹤0.01%
244
-1,645
1367
$18.4K ﹤0.01%
342
-540
1368
$18.3K ﹤0.01%
218
-1,747
1369
$18K ﹤0.01%
2,803
1370
$17.8K ﹤0.01%
5,012
1371
$17.7K ﹤0.01%
92
-70
1372
$17.6K ﹤0.01%
332
1373
$17.4K ﹤0.01%
342
-294
1374
$17.4K ﹤0.01%
56
-107
1375
$17.2K ﹤0.01%
178
-308
53 54
55
56 57