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
$2.51B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,455
New
Increased
Reduced
Closed

Top Sells

1 +$7.18M
2 +$6.44M
3 +$5.56M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.65M
5
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$3.34M

Sector Composition

1 Technology 6.74%
2 Financials 5.9%
3 Healthcare 3.14%
4 Industrials 3.01%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$10.9K ﹤0.01%
+45
1527
$10.9K ﹤0.01%
680
-433
1528
$10.9K ﹤0.01%
444
1529
$10.8K ﹤0.01%
201
1530
$10.8K ﹤0.01%
347
+6
1531
$10.7K ﹤0.01%
108
-2
1532
$10.7K ﹤0.01%
165
1533
$10.7K ﹤0.01%
720
+10
1534
$10.7K ﹤0.01%
929
1535
$10.7K ﹤0.01%
335
1536
$10.6K ﹤0.01%
+350
1537
$10.6K ﹤0.01%
270
+5
1538
$10.6K ﹤0.01%
592
1539
$10.6K ﹤0.01%
85
1540
$10.6K ﹤0.01%
785
1541
$10.5K ﹤0.01%
533
+64
1542
$10.5K ﹤0.01%
364
1543
$10.5K ﹤0.01%
158
1544
$10.5K ﹤0.01%
113
1545
$10.4K ﹤0.01%
439
1546
$10.4K ﹤0.01%
129
-88
1547
$10.4K ﹤0.01%
1,019
-49
1548
$10.4K ﹤0.01%
+31
1549
$10.3K ﹤0.01%
179
-24
1550
$10.3K ﹤0.01%
504