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
1651
$17.8K ﹤0.01%
1,795
+1,489
1652
$17.7K ﹤0.01%
421
+401
1653
$17.6K ﹤0.01%
269
+254
1654
$17.6K ﹤0.01%
+422
1655
$17.4K ﹤0.01%
+101
1656
$17.4K ﹤0.01%
+223
1657
$17.4K ﹤0.01%
+359
1658
$17.4K ﹤0.01%
+180
1659
$17.4K ﹤0.01%
403
+393
1660
$17.4K ﹤0.01%
226
+158
1661
$17.3K ﹤0.01%
+649
1662
$17.3K ﹤0.01%
+633
1663
$17.3K ﹤0.01%
665
+230
1664
$17.2K ﹤0.01%
296
-226
1665
$17.2K ﹤0.01%
+605
1666
$17.2K ﹤0.01%
+389
1667
$17.2K ﹤0.01%
+348
1668
$17.2K ﹤0.01%
130
+5
1669
$17.2K ﹤0.01%
429
+1
1670
$17.1K ﹤0.01%
+163
1671
$17K ﹤0.01%
127
+39
1672
$16.9K ﹤0.01%
358
+252
1673
$16.9K ﹤0.01%
+611
1674
$16.8K ﹤0.01%
+8,860
1675
$16.8K ﹤0.01%
464
+458