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
1951
$1.81K ﹤0.01%
4
1952
$1.81K ﹤0.01%
75
+1
1953
$1.8K ﹤0.01%
90
-604
1954
$1.78K ﹤0.01%
127
1955
$1.78K ﹤0.01%
67
-3
1956
$1.76K ﹤0.01%
57
-799
1957
$1.73K ﹤0.01%
38
1958
$1.72K ﹤0.01%
18
-226
1959
$1.72K ﹤0.01%
41
-892
1960
$1.71K ﹤0.01%
174
1961
$1.7K ﹤0.01%
27
+26
1962
$1.69K ﹤0.01%
159
-1,557
1963
$1.68K ﹤0.01%
+64
1964
$1.68K ﹤0.01%
92
-33
1965
$1.67K ﹤0.01%
245
-36
1966
$1.66K ﹤0.01%
36
1967
$1.63K ﹤0.01%
84
+8
1968
$1.63K ﹤0.01%
6
-10
1969
$1.63K ﹤0.01%
68
1970
$1.6K ﹤0.01%
21
-143
1971
$1.6K ﹤0.01%
80
-922
1972
$1.59K ﹤0.01%
27
1973
$1.58K ﹤0.01%
6
-13
1974
$1.58K ﹤0.01%
+239
1975
$1.58K ﹤0.01%
215
-9
77 78
79
80 81