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
1551
$22.5K ﹤0.01%
2,803
1552
$22.4K ﹤0.01%
120
1553
$22.2K ﹤0.01%
+207
1554
$22.2K ﹤0.01%
+2,928
1555
$22.1K ﹤0.01%
+414
1556
$22.1K ﹤0.01%
+415
1557
$22.1K ﹤0.01%
+691
1558
$22.1K ﹤0.01%
+769
1559
$22K ﹤0.01%
75
+72
1560
$22K ﹤0.01%
+384
1561
$22K ﹤0.01%
403
+3
1562
$22K ﹤0.01%
+310
1563
$21.9K ﹤0.01%
+1,009
1564
$21.8K ﹤0.01%
+565
1565
$21.8K ﹤0.01%
183
+38
1566
$21.8K ﹤0.01%
+224
1567
$21.7K ﹤0.01%
+1,711
1568
$21.7K ﹤0.01%
+1,581
1569
$21.6K ﹤0.01%
+104
1570
$21.5K ﹤0.01%
+502
1571
$21.5K ﹤0.01%
+596
1572
$21.4K ﹤0.01%
+5,062
1573
$21.4K ﹤0.01%
+312
1574
$21.3K ﹤0.01%
650
1575
$21.3K ﹤0.01%
+888