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
1526
$23.8K ﹤0.01%
+417
1527
$23.7K ﹤0.01%
+2,184
1528
$23.7K ﹤0.01%
+183
1529
$23.6K ﹤0.01%
+192
1530
$23.6K ﹤0.01%
+421
1531
$23.6K ﹤0.01%
+401
1532
$23.6K ﹤0.01%
+1,278
1533
$23.5K ﹤0.01%
1,926
+1,811
1534
$23.4K ﹤0.01%
+3,719
1535
$23.4K ﹤0.01%
+201
1536
$23.3K ﹤0.01%
151
+115
1537
$23.2K ﹤0.01%
+518
1538
$23.2K ﹤0.01%
+761
1539
$23.2K ﹤0.01%
+77
1540
$23.1K ﹤0.01%
504
-104
1541
$23.1K ﹤0.01%
+67
1542
$23K ﹤0.01%
+233
1543
$22.9K ﹤0.01%
+393
1544
$22.8K ﹤0.01%
+793
1545
$22.7K ﹤0.01%
+449
1546
$22.7K ﹤0.01%
300
+216
1547
$22.7K ﹤0.01%
+86
1548
$22.7K ﹤0.01%
239
1549
$22.5K ﹤0.01%
496
+34
1550
$22.5K ﹤0.01%
+141