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
1426
$1.25K ﹤0.01%
275
1427
$1.24K ﹤0.01%
144
1428
$1.23K ﹤0.01%
36
1429
$1.22K ﹤0.01%
63
+50
1430
$1.21K ﹤0.01%
21
1431
$1.19K ﹤0.01%
4
1432
$1.11K ﹤0.01%
13
1433
$1.11K ﹤0.01%
50
-118
1434
$1.1K ﹤0.01%
20
1435
$1.1K ﹤0.01%
123
+2
1436
$1.1K ﹤0.01%
11
1437
$1.1K ﹤0.01%
10
1438
$1.09K ﹤0.01%
15
1439
$1.06K ﹤0.01%
16
1440
$1.04K ﹤0.01%
303
1441
$1.02K ﹤0.01%
+200
1442
$1.02K ﹤0.01%
209
1443
$1.01K ﹤0.01%
245
1444
$989 ﹤0.01%
15
+1
1445
$967 ﹤0.01%
9
-55
1446
$958 ﹤0.01%
9
1447
$956 ﹤0.01%
+90
1448
$955 ﹤0.01%
164
1449
$952 ﹤0.01%
31
1450
$940 ﹤0.01%
7
56 57
58
59 60