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
1401
$1.61K ﹤0.01%
25
1402
$1.59K ﹤0.01%
93
1403
$1.58K ﹤0.01%
258
1404
$1.57K ﹤0.01%
5
1405
$1.56K ﹤0.01%
13
1406
$1.56K ﹤0.01%
107
+1
1407
$1.54K ﹤0.01%
115
1408
$1.54K ﹤0.01%
3
1409
$1.51K ﹤0.01%
57
1410
$1.5K ﹤0.01%
300
1411
$1.49K ﹤0.01%
22
1412
$1.48K ﹤0.01%
100
1413
$1.42K ﹤0.01%
29
1414
$1.41K ﹤0.01%
28
1415
$1.4K ﹤0.01%
+175
1416
$1.39K ﹤0.01%
100
1417
$1.38K ﹤0.01%
3
-3
1418
$1.36K ﹤0.01%
15
-35
1419
$1.35K ﹤0.01%
19
1420
$1.34K ﹤0.01%
10
1421
$1.31K ﹤0.01%
40
-130
1422
$1.31K ﹤0.01%
24
1423
$1.28K ﹤0.01%
22
1424
$1.27K ﹤0.01%
93
-97
1425
$1.27K ﹤0.01%
336
-2
55 56
57
58 59