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
1376
$2.16K ﹤0.01%
12
1377
$2.14K ﹤0.01%
210
-9,020
1378
$2.08K ﹤0.01%
114
-409
1379
$2.06K ﹤0.01%
50
1380
$2.03K ﹤0.01%
90
1381
$2.03K ﹤0.01%
35
1382
$2.02K ﹤0.01%
97
1383
$2.02K ﹤0.01%
50
-7
1384
$2K ﹤0.01%
20
1385
$1.9K ﹤0.01%
60
1386
$1.89K ﹤0.01%
8
1387
$1.89K ﹤0.01%
41
1388
$1.88K ﹤0.01%
30
-10
1389
$1.84K ﹤0.01%
12
1390
$1.82K ﹤0.01%
54
1391
$1.79K ﹤0.01%
62
1392
$1.79K ﹤0.01%
314
+9
1393
$1.78K ﹤0.01%
40
1394
$1.74K ﹤0.01%
75
1395
$1.73K ﹤0.01%
551
+5
1396
$1.7K ﹤0.01%
77
1397
$1.69K ﹤0.01%
+194
1398
$1.69K ﹤0.01%
67
+1
1399
$1.68K ﹤0.01%
3
1400
$1.64K ﹤0.01%
54
54 55
56
57 58