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
$236M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$918K
3
+$489K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$461K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$397K

Top Sells

1
+$1.09M
2
+$356K
3
+$252K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$198K
5
VTV icon
Vanguard Value ETF
VTV
+$153K

Sector Composition

1 Financials 7.48%
2 Healthcare 5.75%
3 Technology 4.4%
4 Industrials 4.17%
5 Energy 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$115K 0.05%
1,513
+1,100
152
$105K 0.04%
2,613
+125
153
$104K 0.04%
3,200
-812
154
$103K 0.04%
884
155
$100K 0.04%
+3,000
156
$98K 0.04%
1,211
+253
157
$97K 0.04%
1,762
+137
158
$97K 0.04%
3,628
+1,004
159
$97K 0.04%
2,958
+237
160
$96K 0.04%
2,200
161
$96K 0.04%
1,035
162
$92K 0.04%
8,857
163
$89K 0.04%
1,204
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164
$87K 0.04%
1,728
+2
165
$87K 0.04%
4,771
166
$85K 0.04%
1,290
167
$84K 0.04%
8,500
168
$84K 0.04%
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169
$83K 0.04%
3,200
170
$82K 0.03%
1,050
171
$81K 0.03%
1,002
172
$81K 0.03%
1,884
+329
173
$81K 0.03%
1,514
174
$79K 0.03%
5,722
175
$79K 0.03%
1,700
5 6
7
8 9