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
1826
$3.56K ﹤0.01%
248
+244
1827
$3.55K ﹤0.01%
1,295
-14
1828
$3.55K ﹤0.01%
62
-32
1829
$3.54K ﹤0.01%
178
-857
1830
$3.54K ﹤0.01%
542
1831
$3.5K ﹤0.01%
285
1832
$3.48K ﹤0.01%
64
-8
1833
$3.44K ﹤0.01%
1,477
-17
1834
$3.41K ﹤0.01%
210
-780
1835
$3.41K ﹤0.01%
1,196
+549
1836
$3.41K ﹤0.01%
129
-270
1837
$3.36K ﹤0.01%
368
-38
1838
$3.36K ﹤0.01%
26
-169
1839
$3.34K ﹤0.01%
27
-479
1840
$3.3K ﹤0.01%
46
-237
1841
$3.3K ﹤0.01%
73
-2
1842
$3.29K ﹤0.01%
4
-44
1843
$3.26K ﹤0.01%
125
1844
$3.26K ﹤0.01%
68
-298
1845
$3.25K ﹤0.01%
30
-10
1846
$3.25K ﹤0.01%
71
1847
$3.21K ﹤0.01%
50
-165
1848
$3.2K ﹤0.01%
124
-509
1849
$3.19K ﹤0.01%
500
-400
1850
$3.19K ﹤0.01%
314
-3,309
72 73
74
75 76