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
1626
$19.1K ﹤0.01%
+6,677
1627
$19.1K ﹤0.01%
+202
1628
$19.1K ﹤0.01%
+410
1629
$19K ﹤0.01%
348
+224
1630
$19K ﹤0.01%
+615
1631
$18.9K ﹤0.01%
+669
1632
$18.9K ﹤0.01%
832
+804
1633
$18.9K ﹤0.01%
400
+398
1634
$18.9K ﹤0.01%
+699
1635
$18.9K ﹤0.01%
407
+405
1636
$18.8K ﹤0.01%
+345
1637
$18.8K ﹤0.01%
225
1638
$18.6K ﹤0.01%
+144
1639
$18.5K ﹤0.01%
+7,477
1640
$18.5K ﹤0.01%
+213
1641
$18.5K ﹤0.01%
275
+131
1642
$18.5K ﹤0.01%
+1,035
1643
$18.4K ﹤0.01%
477
+463
1644
$18.4K ﹤0.01%
+249
1645
$18K ﹤0.01%
108
+81
1646
$17.9K ﹤0.01%
+1,604
1647
$17.9K ﹤0.01%
+694
1648
$17.8K ﹤0.01%
145
+100
1649
$17.8K ﹤0.01%
+453
1650
$17.8K ﹤0.01%
2,190
+35