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
$236M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$918K
3
+$489K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$461K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$397K

Top Sells

1
+$1.09M
2
+$356K
3
+$252K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$198K
5
VTV icon
Vanguard Value ETF
VTV
+$153K

Sector Composition

1 Financials 7.48%
2 Healthcare 5.75%
3 Technology 4.4%
4 Industrials 4.17%
5 Energy 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$76K 0.03%
2,500
177
$76K 0.03%
3,215
178
$72K 0.03%
1,379
179
$70K 0.03%
1,680
180
$70K 0.03%
651
181
$69K 0.03%
1,398
+300
182
$69K 0.03%
2,752
183
$68K 0.03%
249
184
$67K 0.03%
1,200
-307
185
$67K 0.03%
1,760
+78
186
$66K 0.03%
1,463
+168
187
$66K 0.03%
761
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188
$65K 0.03%
920
189
$65K 0.03%
611
190
$63K 0.03%
1,270
191
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+6,503
192
$61K 0.03%
4,850
193
$59K 0.03%
887
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194
$59K 0.03%
1,375
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195
$59K 0.03%
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196
$58K 0.02%
886
197
$57K 0.02%
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198
$57K 0.02%
5,341
199
$56K 0.02%
1,050
200
$56K 0.02%
5,730
+18
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