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
1801
$3.83K ﹤0.01%
33
+7
1802
$3.83K ﹤0.01%
108
-704
1803
$3.82K ﹤0.01%
382
+64
1804
$3.8K ﹤0.01%
749
-97
1805
$3.8K ﹤0.01%
115
-8
1806
$3.79K ﹤0.01%
96
-4
1807
$3.78K ﹤0.01%
51
-1,131
1808
$3.76K ﹤0.01%
+95
1809
$3.76K ﹤0.01%
311
1810
$3.73K ﹤0.01%
190
1811
$3.73K ﹤0.01%
62
-33
1812
$3.72K ﹤0.01%
28
-135
1813
$3.72K ﹤0.01%
106
1814
$3.67K ﹤0.01%
103
+62
1815
$3.67K ﹤0.01%
+300
1816
$3.66K ﹤0.01%
200
1817
$3.65K ﹤0.01%
101
1818
$3.62K ﹤0.01%
1,325
-8,935
1819
$3.61K ﹤0.01%
36
-235
1820
$3.6K ﹤0.01%
539
1821
$3.59K ﹤0.01%
143
1822
$3.59K ﹤0.01%
44
+38
1823
$3.56K ﹤0.01%
1,738
-5,739
1824
$3.56K ﹤0.01%
166
-7
1825
$3.56K ﹤0.01%
41
-75
71 72
73
74 75