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
$2.15B
AUM Growth
+$502M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,892
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$14.4M
3 +$13.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.3M
5
BA icon
Boeing
BA
+$8.31M

Sector Composition

1 Technology 7.87%
2 Financials 7.18%
3 Industrials 3.97%
4 Healthcare 3.68%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$13.8K ﹤0.01%
107
+39
1752
$13.8K ﹤0.01%
259
+163
1753
$13.8K ﹤0.01%
+405
1754
$13.8K ﹤0.01%
173
+51
1755
$13.7K ﹤0.01%
+647
1756
$13.6K ﹤0.01%
312
+167
1757
$13.6K ﹤0.01%
124
-91
1758
$13.6K ﹤0.01%
+275
1759
$13.5K ﹤0.01%
+108
1760
$13.5K ﹤0.01%
122
1761
$13.4K ﹤0.01%
+363
1762
$13.4K ﹤0.01%
102
-5
1763
$13.3K ﹤0.01%
+155
1764
$13.3K ﹤0.01%
+731
1765
$13.3K ﹤0.01%
800
1766
$13.3K ﹤0.01%
286
-8,117
1767
$13.3K ﹤0.01%
288
+225
1768
$13.2K ﹤0.01%
+67
1769
$13.1K ﹤0.01%
+186
1770
$13K ﹤0.01%
+119
1771
$13K ﹤0.01%
+351
1772
$13K ﹤0.01%
+302
1773
$13K ﹤0.01%
+256
1774
$12.9K ﹤0.01%
+397
1775
$12.8K ﹤0.01%
+446