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
$255M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$726K
3
+$480K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$451K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$406K

Top Sells

1
+$623K
2
+$462K
3
+$205K
4
DVY icon
iShares Select Dividend ETF
DVY
+$199K
5
CVX icon
Chevron
CVX
+$183K

Sector Composition

1 Financials 7.65%
2 Healthcare 5.82%
3 Technology 4.87%
4 Industrials 4.18%
5 Energy 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$98K 0.04%
1,214
+3
177
$98K 0.04%
1,724
+189
178
$95K 0.04%
3,745
+1,780
179
$91K 0.04%
1,734
+6
180
$88K 0.03%
2,200
181
$88K 0.03%
5,811
+2,529
182
$87K 0.03%
8,500
183
$85K 0.03%
1,625
+1,003
184
$84K 0.03%
3,507
+2,106
185
$82K 0.03%
4,771
186
$81K 0.03%
+1,000
187
$80K 0.03%
5,986
+264
188
$78K 0.03%
1,050
189
$78K 0.03%
1,514
190
$78K 0.03%
1,700
191
$76K 0.03%
1,379
192
$76K 0.03%
2,500
193
$76K 0.03%
7,392
+1,662
194
$75K 0.03%
1,002
195
$75K 0.03%
705
196
$71K 0.03%
2,752
197
$70K 0.03%
5,292
-49
198
$70K 0.03%
249
199
$69K 0.03%
1,035
+725
200
$68K 0.03%
1,229
+25
6 7
8
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