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
1701
$16K ﹤0.01%
2,059
+38
1702
$16K ﹤0.01%
545
+3
1703
$16K ﹤0.01%
+622
1704
$15.9K ﹤0.01%
+8,048
1705
$15.8K ﹤0.01%
434
+129
1706
$15.7K ﹤0.01%
+5,012
1707
$15.7K ﹤0.01%
+224
1708
$15.7K ﹤0.01%
+465
1709
$15.6K ﹤0.01%
580
1710
$15.6K ﹤0.01%
+529
1711
$15.6K ﹤0.01%
+74
1712
$15.4K ﹤0.01%
+587
1713
$15.4K ﹤0.01%
311
-6,574
1714
$15.3K ﹤0.01%
525
+475
1715
$15.2K ﹤0.01%
+2,327
1716
$15K ﹤0.01%
+177
1717
$14.9K ﹤0.01%
+554
1718
$14.9K ﹤0.01%
+471
1719
$14.7K ﹤0.01%
+100
1720
$14.7K ﹤0.01%
+76
1721
$14.6K ﹤0.01%
1,287
1722
$14.6K ﹤0.01%
+50
1723
$14.6K ﹤0.01%
131
-1,383
1724
$14.6K ﹤0.01%
+140
1725
$14.5K ﹤0.01%
+1,829