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
1526
$9.56K ﹤0.01%
710
-5
1527
$9.54K ﹤0.01%
341
1528
$9.46K ﹤0.01%
450
+115
1529
$9.45K ﹤0.01%
276
-23
1530
$9.44K ﹤0.01%
100
-2
1531
$9.44K ﹤0.01%
201
-290
1532
$9.42K ﹤0.01%
479
-808
1533
$9.4K ﹤0.01%
38
-70
1534
$9.39K ﹤0.01%
137
-6
1535
$9.27K ﹤0.01%
331
1536
$9.25K ﹤0.01%
+265
1537
$9.22K ﹤0.01%
405
-260
1538
$9.19K ﹤0.01%
439
1539
$9.18K ﹤0.01%
198
1540
$9.17K ﹤0.01%
203
-486
1541
$9.15K ﹤0.01%
158
1542
$9.02K ﹤0.01%
238
-1,475
1543
$9K ﹤0.01%
141
+132
1544
$8.95K ﹤0.01%
198
-387
1545
$8.93K ﹤0.01%
6
-57
1546
$8.89K ﹤0.01%
528
1547
$8.87K ﹤0.01%
126
-469
1548
$8.85K ﹤0.01%
56
-680
1549
$8.85K ﹤0.01%
193
+189
1550
$8.81K ﹤0.01%
+573
60 61
62
63 64