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
1901
$2.47K ﹤0.01%
30
-341
1902
$2.47K ﹤0.01%
10
1903
$2.45K ﹤0.01%
232
+228
1904
$2.43K ﹤0.01%
173
+131
1905
$2.42K ﹤0.01%
236
1906
$2.42K ﹤0.01%
+323
1907
$2.42K ﹤0.01%
+130
1908
$2.42K ﹤0.01%
268
-162
1909
$2.42K ﹤0.01%
84
+9
1910
$2.4K ﹤0.01%
182
-1,400
1911
$2.4K ﹤0.01%
94
-8
1912
$2.39K ﹤0.01%
31
-399
1913
$2.39K ﹤0.01%
153
-88
1914
$2.39K ﹤0.01%
+42
1915
$2.36K ﹤0.01%
+766
1916
$2.32K ﹤0.01%
86
-134
1917
$2.31K ﹤0.01%
157
-8
1918
$2.31K ﹤0.01%
60
-1
1919
$2.31K ﹤0.01%
37
-2,751
1920
$2.3K ﹤0.01%
110
-69
1921
$2.29K ﹤0.01%
22
1922
$2.29K ﹤0.01%
54
1923
$2.25K ﹤0.01%
225
-33
1924
$2.24K ﹤0.01%
27
-300
1925
$2.21K ﹤0.01%
18
-7
75 76
77
78 79