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
1601
$20.1K ﹤0.01%
+443
1602
$20.1K ﹤0.01%
+4,143
1603
$20K ﹤0.01%
+1,035
1604
$20K ﹤0.01%
+283
1605
$20K ﹤0.01%
+3,681
1606
$19.9K ﹤0.01%
344
+33
1607
$19.7K ﹤0.01%
214
-317
1608
$19.7K ﹤0.01%
+456
1609
$19.7K ﹤0.01%
+31
1610
$19.6K ﹤0.01%
+187
1611
$19.6K ﹤0.01%
364
1612
$19.5K ﹤0.01%
41
+28
1613
$19.5K ﹤0.01%
+294
1614
$19.5K ﹤0.01%
+746
1615
$19.4K ﹤0.01%
+522
1616
$19.4K ﹤0.01%
+442
1617
$19.4K ﹤0.01%
791
+756
1618
$19.4K ﹤0.01%
+1,471
1619
$19.3K ﹤0.01%
+862
1620
$19.3K ﹤0.01%
+852
1621
$19.3K ﹤0.01%
+121
1622
$19.2K ﹤0.01%
496
+357
1623
$19.1K ﹤0.01%
958
+630
1624
$19.1K ﹤0.01%
+1,300
1625
$19.1K ﹤0.01%
199
+76