AWM

Avior Wealth Management Portfolio holdings

AUM $3.1B
1-Year Est. Return 14.74%
This Quarter Est. Return
1 Year Est. Return
+14.74%
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
1451
$940 ﹤0.01%
14
1452
$934 ﹤0.01%
30
+1
1453
$926 ﹤0.01%
280
1454
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300
1455
$833 ﹤0.01%
+5
1456
$825 ﹤0.01%
33
+4
1457
$800 ﹤0.01%
4
1458
$755 ﹤0.01%
500
1459
$755 ﹤0.01%
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1460
$755 ﹤0.01%
10
1461
$742 ﹤0.01%
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1462
$729 ﹤0.01%
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-364
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$721 ﹤0.01%
75
1464
$720 ﹤0.01%
16
1465
$706 ﹤0.01%
13
1466
$703 ﹤0.01%
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1467
$698 ﹤0.01%
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1468
$688 ﹤0.01%
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1469
$680 ﹤0.01%
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1470
$666 ﹤0.01%
20
1471
$659 ﹤0.01%
10
-1
1472
$648 ﹤0.01%
16
1473
$644 ﹤0.01%
9
-13
1474
$642 ﹤0.01%
20
1475
$626 ﹤0.01%
3
57 58
59
60 61