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
1701
$5.33K ﹤0.01%
145
1702
$5.32K ﹤0.01%
400
-12
1703
$5.31K ﹤0.01%
248
-12
1704
$5.31K ﹤0.01%
1,000
1705
$5.3K ﹤0.01%
272
1706
$5.27K ﹤0.01%
295
-2,076
1707
$5.27K ﹤0.01%
100
-642
1708
$5.26K ﹤0.01%
52
1709
$5.22K ﹤0.01%
139
-490
1710
$5.2K ﹤0.01%
39
-581
1711
$5.15K ﹤0.01%
185
1712
$5.15K ﹤0.01%
+376
1713
$5.13K ﹤0.01%
68
-158
1714
$5.11K ﹤0.01%
107
1715
$5.06K ﹤0.01%
332
-207
1716
$5.05K ﹤0.01%
+39
1717
$5.03K ﹤0.01%
67
+1
1718
$5.02K ﹤0.01%
76
1719
$5.02K ﹤0.01%
555
1720
$4.99K ﹤0.01%
113
1721
$4.98K ﹤0.01%
144
-352
1722
$4.97K ﹤0.01%
188
-481
1723
$4.97K ﹤0.01%
19
-413
1724
$4.94K ﹤0.01%
220
1725
$4.94K ﹤0.01%
1,167
67 68
69
70 71