AWM

Avior Wealth Management Portfolio holdings

AUM $3.1B
1-Year Est. Return 14.74%
This Quarter Est. Return
1 Year Est. Return
+14.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
-$58.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,710
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.78M
3
+$1.23M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.1M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.01M

Top Sells

1
+$2.57M
2
+$2.2M
3
+$1.77M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.26M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.25M

Sector Composition

1 Technology 6.91%
2 Financials 6.51%
3 Healthcare 3.86%
4 Industrials 3.16%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$608 ﹤0.01%
+10
1477
$607 ﹤0.01%
16
1478
$606 ﹤0.01%
6
1479
$582 ﹤0.01%
20
1480
$581 ﹤0.01%
10
1481
$575 ﹤0.01%
19
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1482
$567 ﹤0.01%
+6
1483
$559 ﹤0.01%
6
1484
$547 ﹤0.01%
20
1485
$546 ﹤0.01%
6
1486
$526 ﹤0.01%
45
1487
$511 ﹤0.01%
2
1488
$493 ﹤0.01%
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1489
$491 ﹤0.01%
1
1490
$487 ﹤0.01%
4
-1
1491
$480 ﹤0.01%
29
1492
$480 ﹤0.01%
+10
1493
$477 ﹤0.01%
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1494
$475 ﹤0.01%
125
1495
$475 ﹤0.01%
61
1496
$473 ﹤0.01%
5
1497
$470 ﹤0.01%
+6
1498
$455 ﹤0.01%
79
1499
$448 ﹤0.01%
+6
1500
$447 ﹤0.01%
+10
58 59
60
61 62