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
1776
$12.7K ﹤0.01%
400
1777
$12.7K ﹤0.01%
+187
1778
$12.7K ﹤0.01%
116
+42
1779
$12.7K ﹤0.01%
+540
1780
$12.6K ﹤0.01%
+196
1781
$12.6K ﹤0.01%
+194
1782
$12.6K ﹤0.01%
+542
1783
$12.5K ﹤0.01%
185
1784
$12.5K ﹤0.01%
500
1785
$12.5K ﹤0.01%
+388
1786
$12.5K ﹤0.01%
+526
1787
$12.4K ﹤0.01%
323
-7,605
1788
$12.4K ﹤0.01%
+131
1789
$12.4K ﹤0.01%
+110
1790
$12.3K ﹤0.01%
+40
1791
$12.3K ﹤0.01%
92
+31
1792
$12.3K ﹤0.01%
+276
1793
$12.1K ﹤0.01%
+191
1794
$12.1K ﹤0.01%
61
1795
$12K ﹤0.01%
501
1796
$12K ﹤0.01%
+67
1797
$12K ﹤0.01%
+270
1798
$12K ﹤0.01%
+340
1799
$12K ﹤0.01%
650
1800
$12K ﹤0.01%
+133