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
$255M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$726K
3
+$480K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$451K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$406K

Top Sells

1
+$623K
2
+$462K
3
+$205K
4
DVY icon
iShares Select Dividend ETF
DVY
+$199K
5
CVX icon
Chevron
CVX
+$183K

Sector Composition

1 Financials 7.65%
2 Healthcare 5.82%
3 Technology 4.87%
4 Industrials 4.18%
5 Energy 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$259K 0.1%
16,563
+326
127
$251K 0.1%
9,093
128
$247K 0.1%
3,495
+28
129
$244K 0.1%
3,043
130
$240K 0.09%
3,494
+214
131
$227K 0.09%
25,986
+1,068
132
$224K 0.09%
5,971
+125
133
$222K 0.09%
2,641
+2,323
134
$211K 0.08%
7,400
135
$205K 0.08%
4,900
136
$194K 0.08%
2,418
137
$191K 0.07%
1,694
-46
138
$190K 0.07%
2,202
+1,441
139
$188K 0.07%
5,021
+2,063
140
$186K 0.07%
4,014
+74
141
$180K 0.07%
2,951
+488
142
$179K 0.07%
6,982
+15
143
$164K 0.06%
9,264
+888
144
$156K 0.06%
2,180
145
$155K 0.06%
1,897
+1,457
146
$150K 0.06%
2,309
147
$149K 0.06%
1,677
+1,202
148
$145K 0.06%
2,550
149
$143K 0.06%
2,330
150
$141K 0.06%
3,858
4 5
6
7 8