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
151
$2.41M 0.1%
17,600
-977
152
$2.23M 0.1%
112,081
-5,103
153
$2.19M 0.09%
94,087
-3,854
154
$2.17M 0.09%
28,817
-2,589
155
$2.17M 0.09%
3,926
-325
156
$2.16M 0.09%
49,260
-11,749
157
$2.12M 0.09%
9,871
+1,467
158
$2.12M 0.09%
22,580
+22,577
159
$2.08M 0.09%
8,452
-440
160
$2.07M 0.09%
21,387
+9,862
161
$2.03M 0.09%
28,629
+9,083
162
$2.01M 0.09%
17,692
-623
163
$1.98M 0.09%
73,971
+4,550
164
$1.96M 0.08%
36,977
-3,072
165
$1.95M 0.08%
23,176
+1,069
166
$1.93M 0.08%
26,234
-1,058
167
$1.92M 0.08%
17,908
+65
168
$1.89M 0.08%
9,716
-184
169
$1.85M 0.08%
4,953
-1,195
170
$1.83M 0.08%
113,594
+527
171
$1.83M 0.08%
9,397
-1,319
172
$1.81M 0.08%
44,050
-2,433
173
$1.8M 0.08%
18,539
-15
174
$1.79M 0.08%
17,254
+47
175
$1.75M 0.08%
45,450
-126,374
5 6
7
8 9