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
1376
$34.2K ﹤0.01%
+789
1377
$34.2K ﹤0.01%
+303
1378
$34.1K ﹤0.01%
+460
1379
$34K ﹤0.01%
184
+160
1380
$33.9K ﹤0.01%
13,000
1381
$33.9K ﹤0.01%
2,076
+471
1382
$33.9K ﹤0.01%
2,275
+2,178
1383
$33.9K ﹤0.01%
2,880
+2,539
1384
$33.7K ﹤0.01%
186
+38
1385
$33.6K ﹤0.01%
1,129
+973
1386
$33.4K ﹤0.01%
489
+356
1387
$33.4K ﹤0.01%
3,927
1388
$33.3K ﹤0.01%
+571
1389
$33.3K ﹤0.01%
+465
1390
$33.3K ﹤0.01%
1,307
-11,719
1391
$33.2K ﹤0.01%
451
+431
1392
$33.1K ﹤0.01%
+403
1393
$33K ﹤0.01%
+764
1394
$33K ﹤0.01%
139
+59
1395
$32.8K ﹤0.01%
+221
1396
$32.7K ﹤0.01%
2,033
+1,607
1397
$32.7K ﹤0.01%
491
+290
1398
$32.7K ﹤0.01%
+531
1399
$32.6K ﹤0.01%
9,483
+9,056
1400
$32.6K ﹤0.01%
713
+101