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
1401
$15.2K ﹤0.01%
653
-1,437
1402
$15.2K ﹤0.01%
1,714
-123
1403
$15.1K ﹤0.01%
1,269
-1,705
1404
$15.1K ﹤0.01%
497
-17,127
1405
$15K ﹤0.01%
1,510
-4,207
1406
$14.9K ﹤0.01%
447
-1,170
1407
$14.9K ﹤0.01%
2,021
-38
1408
$14.8K ﹤0.01%
600
+100
1409
$14.7K ﹤0.01%
537
-6
1410
$14.7K ﹤0.01%
1,470
-6
1411
$14.7K ﹤0.01%
+2,662
1412
$14.6K ﹤0.01%
106
+4
1413
$14.6K ﹤0.01%
196
1414
$14.6K ﹤0.01%
+399
1415
$14.5K ﹤0.01%
152
+100
1416
$14.4K ﹤0.01%
269
-95
1417
$14.4K ﹤0.01%
1,829
1418
$14.3K ﹤0.01%
239
-36
1419
$14.3K ﹤0.01%
163
-419
1420
$14.3K ﹤0.01%
1,337
+819
1421
$14.2K ﹤0.01%
217
-1,267
1422
$14.1K ﹤0.01%
169
-12
1423
$14.1K ﹤0.01%
263
-877
1424
$14.1K ﹤0.01%
+376
1425
$14.1K ﹤0.01%
1,050
-1,830
55 56
57
58 59