AWM

Avior Wealth Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
1501
$25.4K ﹤0.01%
+880
1502
$25.3K ﹤0.01%
+264
1503
$25.3K ﹤0.01%
937
1504
$25.1K ﹤0.01%
+620
1505
$25.1K ﹤0.01%
+394
1506
$25.1K ﹤0.01%
+896
1507
$25.1K ﹤0.01%
667
+647
1508
$25K ﹤0.01%
+573
1509
$25K ﹤0.01%
244
+239
1510
$24.9K ﹤0.01%
525
+3
1511
$24.9K ﹤0.01%
+558
1512
$24.9K ﹤0.01%
177
+157
1513
$24.8K ﹤0.01%
+289
1514
$24.8K ﹤0.01%
+574
1515
$24.7K ﹤0.01%
+881
1516
$24.7K ﹤0.01%
900
1517
$24.6K ﹤0.01%
+877
1518
$24.4K ﹤0.01%
563
+77
1519
$24.2K ﹤0.01%
+549
1520
$24.1K ﹤0.01%
738
+3
1521
$24K ﹤0.01%
+683
1522
$23.9K ﹤0.01%
+651
1523
$23.8K ﹤0.01%
+2,020
1524
$23.8K ﹤0.01%
+156
1525
$23.8K ﹤0.01%
195
+191