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
1851
$3.18K ﹤0.01%
66
-5
1852
$3.18K ﹤0.01%
265
-56
1853
$3.18K ﹤0.01%
52
-7
1854
$3.11K ﹤0.01%
+168
1855
$3.11K ﹤0.01%
538
-1,235
1856
$3.08K ﹤0.01%
724
+722
1857
$3.07K ﹤0.01%
67
1858
$3.05K ﹤0.01%
10
-25
1859
$3.04K ﹤0.01%
41
-44
1860
$3.04K ﹤0.01%
40
+25
1861
$3.02K ﹤0.01%
80
+69
1862
$3.01K ﹤0.01%
40
1863
$3K ﹤0.01%
37
-186
1864
$2.98K ﹤0.01%
90
+1
1865
$2.98K ﹤0.01%
35
1866
$2.95K ﹤0.01%
5
-220
1867
$2.95K ﹤0.01%
81
-384
1868
$2.95K ﹤0.01%
103
-40
1869
$2.94K ﹤0.01%
15
-264
1870
$2.93K ﹤0.01%
48
-7
1871
$2.93K ﹤0.01%
151
-343
1872
$2.92K ﹤0.01%
465
+444
1873
$2.87K ﹤0.01%
398
+374
1874
$2.84K ﹤0.01%
218
-321
1875
$2.83K ﹤0.01%
26
-229
73 74
75
76 77