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
$2.15B
AUM Growth
+$502M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,892
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$14.4M
3 +$13.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.3M
5
BA icon
Boeing
BA
+$8.31M

Sector Composition

1 Technology 7.87%
2 Financials 7.18%
3 Industrials 3.97%
4 Healthcare 3.68%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$27K ﹤0.01%
99
+73
1477
$27K ﹤0.01%
346
-83
1478
$26.9K ﹤0.01%
+812
1479
$26.9K ﹤0.01%
+226
1480
$26.8K ﹤0.01%
+670
1481
$26.8K ﹤0.01%
+238
1482
$26.8K ﹤0.01%
856
+799
1483
$26.8K ﹤0.01%
+231
1484
$26.7K ﹤0.01%
+2,664
1485
$26.6K ﹤0.01%
564
+109
1486
$26.6K ﹤0.01%
1,287
+15
1487
$26.6K ﹤0.01%
+10,260
1488
$26.5K ﹤0.01%
+595
1489
$26.5K ﹤0.01%
+703
1490
$26.2K ﹤0.01%
+169
1491
$26.1K ﹤0.01%
504
+464
1492
$26K ﹤0.01%
1,030
+255
1493
$25.8K ﹤0.01%
+609
1494
$25.8K ﹤0.01%
+397
1495
$25.8K ﹤0.01%
+271
1496
$25.8K ﹤0.01%
+155
1497
$25.6K ﹤0.01%
+1,307
1498
$25.5K ﹤0.01%
620
1499
$25.5K ﹤0.01%
427
-24
1500
$25.4K ﹤0.01%
+3,232