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
1451
$12.5K ﹤0.01%
113
-27
1452
$12.4K ﹤0.01%
400
1453
$12.3K ﹤0.01%
82
-167
1454
$12.3K ﹤0.01%
300
-690
1455
$12.3K ﹤0.01%
99
-2
1456
$12.3K ﹤0.01%
400
-1,984
1457
$12.2K ﹤0.01%
40
-35
1458
$12.2K ﹤0.01%
61
1459
$12.2K ﹤0.01%
301
-221
1460
$12.1K ﹤0.01%
644
-314
1461
$12.1K ﹤0.01%
85
-472
1462
$12.1K ﹤0.01%
185
1463
$12.1K ﹤0.01%
176
-52
1464
$12K ﹤0.01%
97
-634
1465
$11.9K ﹤0.01%
48
-51
1466
$11.9K ﹤0.01%
501
1467
$11.8K ﹤0.01%
472
-133
1468
$11.8K ﹤0.01%
3,135
-546
1469
$11.7K ﹤0.01%
+812
1470
$11.7K ﹤0.01%
191
1471
$11.7K ﹤0.01%
1,053
-4
1472
$11.6K ﹤0.01%
65
-10
1473
$11.5K ﹤0.01%
1,068
+88
1474
$11.5K ﹤0.01%
193
-539
1475
$11.5K ﹤0.01%
1,567
-1
57 58
59
60 61