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
$995M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$2.22M
3
+$1.98M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.95M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.94M

Top Sells

1
+$46.6M
2
+$2.98M
3
+$2.2M
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$1.88M
5
CLGX
Corelogic, Inc.
CLGX
+$1.37M

Sector Composition

1 Technology 7.61%
2 Financials 7.41%
3 Industrials 5.15%
4 Healthcare 5.08%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.2M 0.12%
11,850
+2,800
152
$1.2M 0.12%
11,150
-1,826
153
$1.19M 0.12%
25,028
-3,883
154
$1.19M 0.12%
15,654
-2,366
155
$1.17M 0.12%
14,723
156
$1.16M 0.12%
13,467
-852
157
$1.15M 0.12%
13,643
-2,083
158
$1.14M 0.11%
10,848
-3,492
159
$1.14M 0.11%
12,770
-1,543
160
$1.14M 0.11%
12,915
-4,894
161
$1.13M 0.11%
14,288
+26
162
$1.13M 0.11%
5,445
+400
163
$1.1M 0.11%
6,662
-71
164
$1.1M 0.11%
15,104
+3,200
165
$1.1M 0.11%
28,168
+8,200
166
$1.09M 0.11%
21,300
+4,500
167
$1.07M 0.11%
1,918
-249
168
$1.06M 0.11%
14,998
+206
169
$1.06M 0.11%
+33,114
170
$1.05M 0.11%
9,318
-926
171
$1.05M 0.11%
4,574
-32
172
$1.04M 0.1%
18,341
+3,758
173
$1.04M 0.1%
9,270
-1,503
174
$1.03M 0.1%
6,539
-975
175
$1.03M 0.1%
23,526
-3,376
5 6
7
8 9