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
1576
$8.17K ﹤0.01%
300
1577
$8.16K ﹤0.01%
545
-407
1578
$8.12K ﹤0.01%
202
-468
1579
$8.07K ﹤0.01%
61
-31
1580
$8.07K ﹤0.01%
97
+74
1581
$8K ﹤0.01%
114
-11
1582
$7.97K ﹤0.01%
+418
1583
$7.96K ﹤0.01%
57
+33
1584
$7.94K ﹤0.01%
3,113
-23
1585
$7.94K ﹤0.01%
+121
1586
$7.85K ﹤0.01%
33
+13
1587
$7.83K ﹤0.01%
68
-39
1588
$7.82K ﹤0.01%
+83
1589
$7.78K ﹤0.01%
152
-612
1590
$7.72K ﹤0.01%
405
1591
$7.69K ﹤0.01%
429
-1,604
1592
$7.61K ﹤0.01%
291
-143
1593
$7.58K ﹤0.01%
+132
1594
$7.55K ﹤0.01%
900
+845
1595
$7.54K ﹤0.01%
460
-277
1596
$7.49K ﹤0.01%
834
1597
$7.45K ﹤0.01%
100
+88
1598
$7.42K ﹤0.01%
78
1599
$7.37K ﹤0.01%
660
-1,266
1600
$7.36K ﹤0.01%
101
-123
62 63
64
65 66