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
1651
$6.46K ﹤0.01%
173
+168
1652
$6.46K ﹤0.01%
919
+388
1653
$6.43K ﹤0.01%
20
-254
1654
$6.39K ﹤0.01%
69
1655
$6.38K ﹤0.01%
60
-2
1656
$6.38K ﹤0.01%
65
-10
1657
$6.37K ﹤0.01%
1,051
+1,020
1658
$6.32K ﹤0.01%
+400
1659
$6.3K ﹤0.01%
50
-305
1660
$6.24K ﹤0.01%
34
-9
1661
$6.24K ﹤0.01%
46
-550
1662
$6.24K ﹤0.01%
108
-276
1663
$6.23K ﹤0.01%
34
-64
1664
$6.22K ﹤0.01%
109
+15
1665
$6.22K ﹤0.01%
161
1666
$6.21K ﹤0.01%
300
-445
1667
$6.18K ﹤0.01%
72
-192
1668
$6.17K ﹤0.01%
232
-10
1669
$6.16K ﹤0.01%
46
-1,029
1670
$6.15K ﹤0.01%
785
-28
1671
$6.08K ﹤0.01%
374
1672
$6.04K ﹤0.01%
76
1673
$5.96K ﹤0.01%
87
-364
1674
$5.96K ﹤0.01%
53
-564
1675
$5.94K ﹤0.01%
350
65 66
67
68 69