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
1926
$2.19K ﹤0.01%
9
1927
$2.19K ﹤0.01%
14
-39
1928
$2.19K ﹤0.01%
90
-32
1929
$2.18K ﹤0.01%
343
+10
1930
$2.17K ﹤0.01%
300
-8
1931
$2.15K ﹤0.01%
107
+16
1932
$2.15K ﹤0.01%
15
-8
1933
$2.15K ﹤0.01%
610
-31
1934
$2.1K ﹤0.01%
+68
1935
$2.09K ﹤0.01%
34
-235
1936
$2.09K ﹤0.01%
20
-743
1937
$2.07K ﹤0.01%
13
-5
1938
$2.04K ﹤0.01%
28
-438
1939
$2K ﹤0.01%
7
-1
1940
$1.99K ﹤0.01%
61
1941
$1.98K ﹤0.01%
34
1942
$1.97K ﹤0.01%
131
-2
1943
$1.95K ﹤0.01%
72
-9
1944
$1.94K ﹤0.01%
31
-165
1945
$1.93K ﹤0.01%
122
-12
1946
$1.93K ﹤0.01%
139
1947
$1.87K ﹤0.01%
16
-715
1948
$1.84K ﹤0.01%
174
1949
$1.84K ﹤0.01%
26
-168
1950
$1.81K ﹤0.01%
147
-261
76 77
78
79 80