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
$128M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$1.45M
3
+$958K
4
CVX icon
Chevron
CVX
+$901K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$339K

Top Sells

1
+$3.14M
2
+$1.79M
3
+$1.48M
4
HPQ icon
HP
HPQ
+$674K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$380K

Sector Composition

1 Financials 5.93%
2 Energy 3.26%
3 Industrials 3.03%
4 Consumer Discretionary 1.68%
5 Technology 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$39K 0.03%
1,824
+8
152
$38K 0.03%
2,649
+6
153
$37K 0.03%
1,000
154
$37K 0.03%
332
-50
155
$37K 0.03%
657
+3
156
$37K 0.03%
+860
157
$37K 0.03%
1,167
+5
158
$36K 0.03%
3,500
159
$36K 0.03%
835
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160
$36K 0.03%
175
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161
$35K 0.03%
385
162
$35K 0.03%
1,320
163
$34K 0.03%
2,800
164
$34K 0.03%
1,146
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165
$34K 0.03%
320
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166
$33K 0.03%
405
167
$33K 0.03%
+603
168
$33K 0.03%
1,072
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169
$32K 0.03%
375
170
$31K 0.02%
1,120
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171
$31K 0.02%
394
172
$30K 0.02%
772
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173
$30K 0.02%
370
+291
174
$30K 0.02%
552
175
$30K 0.02%
1,215
5 6
7
8 9