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
1876
$9.91K ﹤0.01%
+117
1877
$9.88K ﹤0.01%
536
+398
1878
$9.88K ﹤0.01%
+711
1879
$9.84K ﹤0.01%
504
1880
$9.84K ﹤0.01%
369
+290
1881
$9.83K ﹤0.01%
+101
1882
$9.83K ﹤0.01%
428
+228
1883
$9.82K ﹤0.01%
+236
1884
$9.81K ﹤0.01%
82
-4,368
1885
$9.76K ﹤0.01%
+366
1886
$9.74K ﹤0.01%
+341
1887
$9.7K ﹤0.01%
+188
1888
$9.67K ﹤0.01%
+523
1889
$9.65K ﹤0.01%
+626
1890
$9.62K ﹤0.01%
132
+75
1891
$9.46K ﹤0.01%
+439
1892
$9.44K ﹤0.01%
46
+21
1893
$9.42K ﹤0.01%
274
+42
1894
$9.4K ﹤0.01%
75
+10
1895
$9.34K ﹤0.01%
251
+182
1896
$9.33K ﹤0.01%
+331
1897
$9.33K ﹤0.01%
494
+301
1898
$9.29K ﹤0.01%
+608
1899
$9.27K ﹤0.01%
+198
1900
$9.18K ﹤0.01%
339
+153