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
1501
$10.6K ﹤0.01%
775
-1,438
1502
$10.5K ﹤0.01%
300
+1
1503
$10.5K ﹤0.01%
558
+514
1504
$10.4K ﹤0.01%
+335
1505
$10.4K ﹤0.01%
4,062
+4,049
1506
$10.3K ﹤0.01%
1,989
+1,596
1507
$10.3K ﹤0.01%
312
-1,020
1508
$10.3K ﹤0.01%
22
-51
1509
$10.3K ﹤0.01%
203
-206
1510
$10.3K ﹤0.01%
+929
1511
$10.2K ﹤0.01%
1,174
-1,010
1512
$10.2K ﹤0.01%
74
-3
1513
$10.2K ﹤0.01%
364
-5
1514
$10.1K ﹤0.01%
241
-456
1515
$10.1K ﹤0.01%
444
-260
1516
$10K ﹤0.01%
592
1517
$10K ﹤0.01%
85
-380
1518
$10K ﹤0.01%
2,800
1519
$9.96K ﹤0.01%
165
+75
1520
$9.84K ﹤0.01%
504
1521
$9.84K ﹤0.01%
76
-145
1522
$9.75K ﹤0.01%
410
1523
$9.74K ﹤0.01%
155
1524
$9.72K ﹤0.01%
183
-5
1525
$9.61K ﹤0.01%
69
-214
59 60
61
62 63