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
1626
$6.92K ﹤0.01%
65
-86
1627
$6.9K ﹤0.01%
64
1628
$6.9K ﹤0.01%
300
-41
1629
$6.87K ﹤0.01%
142
-4
1630
$6.87K ﹤0.01%
213
-38
1631
$6.8K ﹤0.01%
300
1632
$6.79K ﹤0.01%
33
-74
1633
$6.77K ﹤0.01%
1,098
-822
1634
$6.77K ﹤0.01%
323
+5
1635
$6.74K ﹤0.01%
14
-238
1636
$6.71K ﹤0.01%
176
-30
1637
$6.71K ﹤0.01%
338
+64
1638
$6.7K ﹤0.01%
+58
1639
$6.66K ﹤0.01%
81
-213
1640
$6.65K ﹤0.01%
56
-24
1641
$6.63K ﹤0.01%
270
1642
$6.62K ﹤0.01%
32
-5
1643
$6.61K ﹤0.01%
55
1644
$6.6K ﹤0.01%
300
1645
$6.6K ﹤0.01%
1,000
-13
1646
$6.56K ﹤0.01%
208
-1,517
1647
$6.56K ﹤0.01%
17
-58
1648
$6.5K ﹤0.01%
184
1649
$6.49K ﹤0.01%
500
-22
1650
$6.48K ﹤0.01%
663
64 65
66
67 68