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
1851
$10.7K ﹤0.01%
+35
1852
$10.6K ﹤0.01%
2,800
+74
1853
$10.6K ﹤0.01%
+222
1854
$10.6K ﹤0.01%
1,920
+1,706
1855
$10.6K ﹤0.01%
197
+57
1856
$10.5K ﹤0.01%
129
+34
1857
$10.5K ﹤0.01%
+646
1858
$10.4K ﹤0.01%
291
+256
1859
$10.4K ﹤0.01%
+288
1860
$10.3K ﹤0.01%
108
1861
$10.3K ﹤0.01%
+4,561
1862
$10.3K ﹤0.01%
299
+1
1863
$10.2K ﹤0.01%
174
+86
1864
$10.1K ﹤0.01%
125
+13
1865
$10.1K ﹤0.01%
+152
1866
$10.1K ﹤0.01%
+70
1867
$10K ﹤0.01%
410
+318
1868
$10K ﹤0.01%
+330
1869
$10K ﹤0.01%
980
+590
1870
$9.99K ﹤0.01%
+103
1871
$9.99K ﹤0.01%
242
-4
1872
$9.98K ﹤0.01%
374
-29
1873
$9.95K ﹤0.01%
155
1874
$9.94K ﹤0.01%
+210
1875
$9.94K ﹤0.01%
341
+41