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
1676
$5.93K ﹤0.01%
544
1677
$5.92K ﹤0.01%
200
-1
1678
$5.9K ﹤0.01%
301
-8
1679
$5.85K ﹤0.01%
83
-18
1680
$5.83K ﹤0.01%
121
-176
1681
$5.78K ﹤0.01%
144
1682
$5.78K ﹤0.01%
78
+37
1683
$5.77K ﹤0.01%
87
-316
1684
$5.71K ﹤0.01%
346
-10
1685
$5.67K ﹤0.01%
144
-16
1686
$5.67K ﹤0.01%
507
+14
1687
$5.66K ﹤0.01%
47
-415
1688
$5.64K ﹤0.01%
38
-15
1689
$5.64K ﹤0.01%
52
-371
1690
$5.62K ﹤0.01%
62
-8
1691
$5.62K ﹤0.01%
211
1692
$5.56K ﹤0.01%
56
-177
1693
$5.55K ﹤0.01%
121
+46
1694
$5.5K ﹤0.01%
21
-9
1695
$5.45K ﹤0.01%
73
-43
1696
$5.42K ﹤0.01%
26
-156
1697
$5.39K ﹤0.01%
14
-98
1698
$5.39K ﹤0.01%
12
-29
1699
$5.38K ﹤0.01%
125
-3,030
1700
$5.34K ﹤0.01%
95
-63
66 67
68
69 70