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
1451
$29.4K ﹤0.01%
+487
1452
$29.3K ﹤0.01%
+759
1453
$29.3K ﹤0.01%
+704
1454
$29.2K ﹤0.01%
223
+173
1455
$29.2K ﹤0.01%
+388
1456
$29.1K ﹤0.01%
+1,559
1457
$29K ﹤0.01%
1,793
+28
1458
$28.9K ﹤0.01%
+248
1459
$28.9K ﹤0.01%
+685
1460
$28.5K ﹤0.01%
1,003
1461
$28.5K ﹤0.01%
677
+348
1462
$28.3K ﹤0.01%
+2,709
1463
$28.3K ﹤0.01%
+226
1464
$27.9K ﹤0.01%
+1,982
1465
$27.8K ﹤0.01%
+328
1466
$27.8K ﹤0.01%
+629
1467
$27.8K ﹤0.01%
+365
1468
$27.8K ﹤0.01%
315
+222
1469
$27.7K ﹤0.01%
+775
1470
$27.7K ﹤0.01%
107
+74
1471
$27.5K ﹤0.01%
409
+326
1472
$27.3K ﹤0.01%
+185
1473
$27.1K ﹤0.01%
1,765
+46
1474
$27.1K ﹤0.01%
+790
1475
$27.1K ﹤0.01%
+230