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
1676
$16.8K ﹤0.01%
457
+80
1677
$16.8K ﹤0.01%
+332
1678
$16.8K ﹤0.01%
+922
1679
$16.8K ﹤0.01%
1,200
+568
1680
$16.8K ﹤0.01%
+366
1681
$16.7K ﹤0.01%
+253
1682
$16.6K ﹤0.01%
952
+407
1683
$16.5K ﹤0.01%
+175
1684
$16.4K ﹤0.01%
157
-3,575
1685
$16.4K ﹤0.01%
+291
1686
$16.4K ﹤0.01%
1,476
+6
1687
$16.4K ﹤0.01%
+206
1688
$16.4K ﹤0.01%
1,837
+488
1689
$16.3K ﹤0.01%
+1,865
1690
$16.3K ﹤0.01%
+474
1691
$16.2K ﹤0.01%
+203
1692
$16.2K ﹤0.01%
+217
1693
$16.2K ﹤0.01%
731
+5
1694
$16.2K ﹤0.01%
704
1695
$16.2K ﹤0.01%
149
+137
1696
$16.1K ﹤0.01%
+583
1697
$16.1K ﹤0.01%
+3,813
1698
$16.1K ﹤0.01%
324
+3
1699
$16K ﹤0.01%
+122
1700
$16K ﹤0.01%
78
+28