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
1551
$8.79K ﹤0.01%
518
-33
1552
$8.77K ﹤0.01%
71
-167
1553
$8.77K ﹤0.01%
194
-94
1554
$8.71K ﹤0.01%
54
-2,592
1555
$8.68K ﹤0.01%
144
-345
1556
$8.67K ﹤0.01%
873
+848
1557
$8.61K ﹤0.01%
92
-65
1558
$8.6K ﹤0.01%
100
-467
1559
$8.6K ﹤0.01%
61
-496
1560
$8.56K ﹤0.01%
66
-8
1561
$8.56K ﹤0.01%
849
+260
1562
$8.5K ﹤0.01%
72
-15
1563
$8.5K ﹤0.01%
133
-962
1564
$8.4K ﹤0.01%
1,753
-574
1565
$8.39K ﹤0.01%
242
-425
1566
$8.37K ﹤0.01%
225
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1567
$8.33K ﹤0.01%
600
-22
1568
$8.3K ﹤0.01%
243
-31
1569
$8.29K ﹤0.01%
93
+54
1570
$8.28K ﹤0.01%
83
-196
1571
$8.27K ﹤0.01%
107
+1
1572
$8.27K ﹤0.01%
178
1573
$8.26K ﹤0.01%
182
1574
$8.2K ﹤0.01%
+71
1575
$8.19K ﹤0.01%
469
-1,341
61 62
63
64 65