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
1601
$7.31K ﹤0.01%
53
-222
1602
$7.3K ﹤0.01%
399
+12
1603
$7.28K ﹤0.01%
434
-58
1604
$7.28K ﹤0.01%
59
1605
$7.24K ﹤0.01%
163
-195
1606
$7.23K ﹤0.01%
+390
1607
$7.23K ﹤0.01%
78
-260
1608
$7.22K ﹤0.01%
940
1609
$7.2K ﹤0.01%
127
-114
1610
$7.2K ﹤0.01%
97
-249
1611
$7.2K ﹤0.01%
620
-14
1612
$7.18K ﹤0.01%
104
+1
1613
$7.18K ﹤0.01%
586
-3
1614
$7.15K ﹤0.01%
124
+123
1615
$7.14K ﹤0.01%
170
-121
1616
$7.13K ﹤0.01%
280
-785
1617
$7.09K ﹤0.01%
55
-517
1618
$7.09K ﹤0.01%
140
-491
1619
$7.07K ﹤0.01%
40
-263
1620
$7.06K ﹤0.01%
245
-366
1621
$7.04K ﹤0.01%
100
+89
1622
$7.03K ﹤0.01%
220
+159
1623
$6.95K ﹤0.01%
143
-3
1624
$6.95K ﹤0.01%
866
+834
1625
$6.92K ﹤0.01%
56
-88
63 64
65
66 67