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
$2.33B
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 6.98%
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
1376
$17.2K ﹤0.01%
360
+1
1377
$17.1K ﹤0.01%
124
-252
1378
$17K ﹤0.01%
132
-55
1379
$16.9K ﹤0.01%
1,105
-688
1380
$16.8K ﹤0.01%
131
+1
1381
$16.7K ﹤0.01%
3,144
-575
1382
$16.6K ﹤0.01%
13
-36
1383
$16.6K ﹤0.01%
422
1384
$16.6K ﹤0.01%
123
-102
1385
$16.6K ﹤0.01%
430
+1
1386
$16.6K ﹤0.01%
1,295
-1,093
1387
$16.5K ﹤0.01%
325
-19
1388
$16.4K ﹤0.01%
91
-134
1389
$16.4K ﹤0.01%
142
+67
1390
$16.3K ﹤0.01%
206
+3
1391
$16.1K ﹤0.01%
432
-25
1392
$15.9K ﹤0.01%
474
1393
$15.9K ﹤0.01%
1,592
+1,184
1394
$15.8K ﹤0.01%
726
-5
1395
$15.7K ﹤0.01%
338
-55
1396
$15.7K ﹤0.01%
1,613
+1,088
1397
$15.6K ﹤0.01%
74
-192
1398
$15.5K ﹤0.01%
2,916
+1,970
1399
$15.5K ﹤0.01%
30
-1
1400
$15.4K ﹤0.01%
325
-3,336
54 55
56
57 58