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
1426
$14K ﹤0.01%
162
+29
1427
$14K ﹤0.01%
167
-503
1428
$14K ﹤0.01%
242
+236
1429
$13.8K ﹤0.01%
1,410
1430
$13.8K ﹤0.01%
329
-348
1431
$13.7K ﹤0.01%
+405
1432
$13.6K ﹤0.01%
250
1433
$13.5K ﹤0.01%
32
-652
1434
$13.5K ﹤0.01%
2,908
-1,235
1435
$13.4K ﹤0.01%
446
1436
$13.4K ﹤0.01%
119
-3
1437
$13.3K ﹤0.01%
205
-3
1438
$13.3K ﹤0.01%
350
-71
1439
$13.3K ﹤0.01%
650
1440
$13.3K ﹤0.01%
3,708
-1,006
1441
$13.3K ﹤0.01%
154
+25
1442
$13K ﹤0.01%
24
-121
1443
$13K ﹤0.01%
+965
1444
$13K ﹤0.01%
256
1445
$13K ﹤0.01%
124
1446
$12.8K ﹤0.01%
53
1447
$12.8K ﹤0.01%
351
1448
$12.7K ﹤0.01%
94
-238
1449
$12.7K ﹤0.01%
122
-27
1450
$12.6K ﹤0.01%
800
56 57
58
59 60