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
1426
$31K ﹤0.01%
135
+5
1427
$30.9K ﹤0.01%
+1,775
1428
$30.8K ﹤0.01%
+279
1429
$30.7K ﹤0.01%
+1,000
1430
$30.6K ﹤0.01%
689
+479
1431
$30.6K ﹤0.01%
73
+53
1432
$30.6K ﹤0.01%
1,461
+233
1433
$30.6K ﹤0.01%
2,901
1434
$30.5K ﹤0.01%
971
-1,528
1435
$30.5K ﹤0.01%
+2,388
1436
$30.5K ﹤0.01%
3,205
+2,640
1437
$30.4K ﹤0.01%
161
+156
1438
$30.4K ﹤0.01%
+1,380
1439
$30.4K ﹤0.01%
+5,849
1440
$30.3K ﹤0.01%
+1,810
1441
$30.2K ﹤0.01%
+227
1442
$30.1K ﹤0.01%
500
1443
$29.9K ﹤0.01%
200
1444
$29.9K ﹤0.01%
3,271
+1,346
1445
$29.8K ﹤0.01%
6,336
+706
1446
$29.7K ﹤0.01%
+1,000
1447
$29.7K ﹤0.01%
1,522
+1,469
1448
$29.6K ﹤0.01%
1,359
+306
1449
$29.5K ﹤0.01%
631
+491
1450
$29.4K ﹤0.01%
321
+256