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
126
$3.31M 0.14%
58,447
+39,726
127
$3.24M 0.14%
52,660
-8,768
128
$3.22M 0.14%
30,932
-53
129
$3.2M 0.14%
65,856
+12,354
130
$3.2M 0.14%
166,474
-8,196
131
$3.18M 0.14%
119,549
-5,801
132
$3.14M 0.14%
87,352
+3,972
133
$3.13M 0.13%
47,182
+2,181
134
$3.09M 0.13%
4,576
-912
135
$3.04M 0.13%
90,819
-52,918
136
$3.01M 0.13%
47,445
-2,522
137
$3M 0.13%
140,253
-7,593
138
$2.99M 0.13%
36,631
-1,028
139
$2.92M 0.13%
54,548
-14,547
140
$2.91M 0.12%
17,610
-2,317
141
$2.81M 0.12%
11,815
-660
142
$2.78M 0.12%
35,467
+9,634
143
$2.71M 0.12%
54,118
+12,522
144
$2.7M 0.12%
14,837
-1,109
145
$2.61M 0.11%
49,120
+28,506
146
$2.56M 0.11%
37,825
-6,041
147
$2.5M 0.11%
88,207
-20,209
148
$2.46M 0.11%
17,261
-585
149
$2.45M 0.11%
4
-6
150
$2.44M 0.1%
12,241
-2,109
4 5
6
7 8