AWM
Avior Wealth Management Portfolio holdings
AUM
$2.89B
1-Year Return
14.84%
This Quarter Return
+6.08%
1 Year Return
+14.84%
3 Year Return
+55.35%
5 Year Return
+92.43%
10 Year Return
+182.04%
AUM
$1.46B
AUM Growth
+$133M
(+10%)
Cap. Flow
+$65.8M
Cap. Flow
% of AUM
4.51%
Top 10 Holdings %
Top 10 Hldgs %
29.49%
Holding
1,690
New
401
Increased
540
Reduced
242
Closed
55
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 6.47% |
| 2 | Technology | 6.38% |
| 3 | Healthcare | 3.85% |
| 4 | Industrials | 3.27% |
| 5 | Consumer Discretionary | 2.84% |
