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
1876
$2.81K ﹤0.01%
49
+19
1877
$2.76K ﹤0.01%
40
-42
1878
$2.74K ﹤0.01%
294
-4
1879
$2.74K ﹤0.01%
106
-5
1880
$2.73K ﹤0.01%
10
-15
1881
$2.73K ﹤0.01%
648
-715
1882
$2.72K ﹤0.01%
88
-5
1883
$2.71K ﹤0.01%
105
-169
1884
$2.7K ﹤0.01%
46
+25
1885
$2.69K ﹤0.01%
207
+39
1886
$2.67K ﹤0.01%
1,079
1887
$2.67K ﹤0.01%
5
-168
1888
$2.65K ﹤0.01%
60
-444
1889
$2.64K ﹤0.01%
56
-895
1890
$2.64K ﹤0.01%
353
-95
1891
$2.63K ﹤0.01%
64
-1
1892
$2.6K ﹤0.01%
246
-27
1893
$2.58K ﹤0.01%
+66
1894
$2.54K ﹤0.01%
91
-463
1895
$2.54K ﹤0.01%
51
-839
1896
$2.52K ﹤0.01%
+80
1897
$2.52K ﹤0.01%
+236
1898
$2.52K ﹤0.01%
15
-99
1899
$2.49K ﹤0.01%
67
1900
$2.48K ﹤0.01%
23
-208
74 75
76
77 78