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
1476
$11.4K ﹤0.01%
2,001
-45
1477
$11.4K ﹤0.01%
110
-879
1478
$11.3K ﹤0.01%
409
-1,113
1479
$11.3K ﹤0.01%
1,008
+24
1480
$11.2K ﹤0.01%
392
1481
$11.2K ﹤0.01%
121
-498
1482
$11.2K ﹤0.01%
50
-479
1483
$11.2K ﹤0.01%
+1,157
1484
$11.1K ﹤0.01%
53
+22
1485
$11.1K ﹤0.01%
108
1486
$11.1K ﹤0.01%
27
-139
1487
$11.1K ﹤0.01%
500
1488
$11.1K ﹤0.01%
1,132
-2,073
1489
$11.1K ﹤0.01%
209
+51
1490
$11K ﹤0.01%
491
-10
1491
$10.9K ﹤0.01%
741
-15,930
1492
$10.9K ﹤0.01%
100
-27
1493
$10.9K ﹤0.01%
221
-127
1494
$10.8K ﹤0.01%
204
-55
1495
$10.8K ﹤0.01%
500
-1,561
1496
$10.8K ﹤0.01%
419
-871
1497
$10.7K ﹤0.01%
235
-1,389
1498
$10.7K ﹤0.01%
1,010
+1,003
1499
$10.7K ﹤0.01%
3,146
1500
$10.6K ﹤0.01%
495
+1
58 59
60
61 62