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
1776
$4.16K ﹤0.01%
38
-188
1777
$4.15K ﹤0.01%
88
-86
1778
$4.15K ﹤0.01%
57
-123
1779
$4.13K ﹤0.01%
259
1780
$4.08K ﹤0.01%
107
-11
1781
$4.06K ﹤0.01%
109
+83
1782
$4.04K ﹤0.01%
24
-54
1783
$4.04K ﹤0.01%
159
-1,467
1784
$4.04K ﹤0.01%
26
-74
1785
$4.03K ﹤0.01%
217
-3,356
1786
$4.03K ﹤0.01%
116
-567
1787
$4.01K ﹤0.01%
57
-75
1788
$3.99K ﹤0.01%
180
1789
$3.96K ﹤0.01%
89
+54
1790
$3.96K ﹤0.01%
265
+161
1791
$3.96K ﹤0.01%
118
-194
1792
$3.95K ﹤0.01%
193
-7
1793
$3.94K ﹤0.01%
156
-11
1794
$3.93K ﹤0.01%
56
-14
1795
$3.92K ﹤0.01%
259
-116
1796
$3.91K ﹤0.01%
365
-8,199
1797
$3.9K ﹤0.01%
606
1798
$3.88K ﹤0.01%
51
+1
1799
$3.85K ﹤0.01%
463
1800
$3.85K ﹤0.01%
27
-81
70 71
72
73 74