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
1726
$4.92K ﹤0.01%
105
-142
1727
$4.91K ﹤0.01%
38
-247
1728
$4.89K ﹤0.01%
20
-4
1729
$4.89K ﹤0.01%
400
-800
1730
$4.86K ﹤0.01%
761
+444
1731
$4.85K ﹤0.01%
39
+23
1732
$4.85K ﹤0.01%
100
-5
1733
$4.82K ﹤0.01%
156
+130
1734
$4.8K ﹤0.01%
1,000
-12
1735
$4.79K ﹤0.01%
70
-7
1736
$4.79K ﹤0.01%
81
-13
1737
$4.77K ﹤0.01%
81
+69
1738
$4.75K ﹤0.01%
80
1739
$4.7K ﹤0.01%
200
1740
$4.68K ﹤0.01%
114
-12
1741
$4.67K ﹤0.01%
950
-291
1742
$4.66K ﹤0.01%
126
-1,760
1743
$4.65K ﹤0.01%
111
-3
1744
$4.65K ﹤0.01%
200
-228
1745
$4.63K ﹤0.01%
15
-209
1746
$4.63K ﹤0.01%
121
-356
1747
$4.62K ﹤0.01%
575
-59
1748
$4.62K ﹤0.01%
194
+137
1749
$4.6K ﹤0.01%
90
-107
1750
$4.59K ﹤0.01%
22
-13
68 69
70
71 72