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
1826
$11.2K ﹤0.01%
+737
1827
$11.2K ﹤0.01%
+714
1828
$11.2K ﹤0.01%
215
-8,622
1829
$11.1K ﹤0.01%
+1,823
1830
$11.1K ﹤0.01%
+120
1831
$11.1K ﹤0.01%
+444
1832
$11.1K ﹤0.01%
715
+5
1833
$11K ﹤0.01%
494
-150
1834
$11K ﹤0.01%
77
+27
1835
$11K ﹤0.01%
1,057
+23
1836
$11K ﹤0.01%
+84
1837
$11K ﹤0.01%
+58
1838
$11K ﹤0.01%
+501
1839
$10.9K ﹤0.01%
+65
1840
$10.9K ﹤0.01%
+634
1841
$10.9K ﹤0.01%
+369
1842
$10.9K ﹤0.01%
+434
1843
$10.8K ﹤0.01%
87
+37
1844
$10.8K ﹤0.01%
3,146
1845
$10.8K ﹤0.01%
+392
1846
$10.8K ﹤0.01%
+399
1847
$10.8K ﹤0.01%
+470
1848
$10.8K ﹤0.01%
+424
1849
$10.7K ﹤0.01%
+436
1850
$10.7K ﹤0.01%
1,056
+6