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
$236M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$918K
3
+$489K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$461K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$397K

Top Sells

1
+$1.09M
2
+$356K
3
+$252K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$198K
5
VTV icon
Vanguard Value ETF
VTV
+$153K

Sector Composition

1 Financials 7.48%
2 Healthcare 5.75%
3 Technology 4.4%
4 Industrials 4.17%
5 Energy 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$211K 0.09%
3,280
-482
127
$207K 0.09%
24,918
+216
128
$203K 0.09%
3,940
-10
129
$201K 0.09%
5,846
+10
130
$194K 0.08%
1,740
+36
131
$191K 0.08%
6,967
+13
132
$190K 0.08%
2,418
133
$180K 0.08%
7,400
134
$155K 0.07%
2,309
135
$153K 0.06%
2,180
-16
136
$146K 0.06%
2,550
137
$144K 0.06%
3,858
138
$144K 0.06%
2,086
+96
139
$143K 0.06%
2,463
+32
140
$139K 0.06%
8,376
-808
141
$136K 0.06%
1,870
-100
142
$132K 0.06%
2,330
143
$131K 0.06%
1,475
-342
144
$130K 0.06%
1,579
+2
145
$124K 0.05%
3,225
146
$121K 0.05%
4,226
+206
147
$119K 0.05%
4,975
148
$119K 0.05%
2,944
-417
149
$118K 0.05%
1,929
+148
150
$117K 0.05%
928
+10
4 5
6
7 8