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

Top Sells

1
+$13.3M
2
+$4.39M
3
+$4.06M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$3.06M
5
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$3M

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
1576
$21.3K ﹤0.01%
1,410
1577
$21.2K ﹤0.01%
+5,847
1578
$21.2K ﹤0.01%
2,165
-12,993
1579
$21.2K ﹤0.01%
359
+181
1580
$21.1K ﹤0.01%
+522
1581
$21.1K ﹤0.01%
1,038
+38
1582
$21.1K ﹤0.01%
+225
1583
$21.1K ﹤0.01%
+1,002
1584
$21K ﹤0.01%
+4,714
1585
$21K ﹤0.01%
+414
1586
$21K ﹤0.01%
+240
1587
$20.9K ﹤0.01%
500
1588
$20.9K ﹤0.01%
840
1589
$20.8K ﹤0.01%
98
+64
1590
$20.6K ﹤0.01%
+735
1591
$20.5K ﹤0.01%
1,716
+799
1592
$20.4K ﹤0.01%
177
+127
1593
$20.4K ﹤0.01%
+1,362
1594
$20.4K ﹤0.01%
+287
1595
$20.4K ﹤0.01%
+682
1596
$20.3K ﹤0.01%
+114
1597
$20.2K ﹤0.01%
+164
1598
$20.1K ﹤0.01%
+494
1599
$20.1K ﹤0.01%
+298
1600
$20.1K ﹤0.01%
+178
62 63
64
65 66