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
1751
$4.57K ﹤0.01%
1,307
-23
1752
$4.55K ﹤0.01%
135
-74
1753
$4.51K ﹤0.01%
24
-160
1754
$4.5K ﹤0.01%
52
1755
$4.49K ﹤0.01%
64
-401
1756
$4.49K ﹤0.01%
126
1757
$4.48K ﹤0.01%
186
-153
1758
$4.46K ﹤0.01%
15
-6
1759
$4.43K ﹤0.01%
355
-1,116
1760
$4.36K ﹤0.01%
50
-265
1761
$4.34K ﹤0.01%
400
-9
1762
$4.33K ﹤0.01%
146
-109
1763
$4.33K ﹤0.01%
40
+36
1764
$4.32K ﹤0.01%
162
1765
$4.32K ﹤0.01%
23
-169
1766
$4.3K ﹤0.01%
52
-10
1767
$4.3K ﹤0.01%
25
-2,247
1768
$4.29K ﹤0.01%
35
-793
1769
$4.27K ﹤0.01%
40
-310
1770
$4.25K ﹤0.01%
254
-11
1771
$4.24K ﹤0.01%
66
+64
1772
$4.23K ﹤0.01%
90
1773
$4.22K ﹤0.01%
99
1774
$4.2K ﹤0.01%
153
1775
$4.2K ﹤0.01%
61
+45
69 70
71
72 73