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
$447M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.5M
3
+$2.38M
4
V icon
Visa
V
+$1.94M
5
BABA icon
Alibaba
BABA
+$1.77M

Top Sells

1
+$13.3M
2
+$115K
3
+$107K
4
VUG icon
Vanguard Growth ETF
VUG
+$102K
5
MA icon
Mastercard
MA
+$102K

Sector Composition

1 Financials 10.23%
2 Healthcare 7.24%
3 Industrials 6.84%
4 Technology 6.79%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$481K 0.11%
10,708
-780
177
$480K 0.11%
+3,338
178
$480K 0.11%
13,539
+12,797
179
$474K 0.11%
+9,768
180
$474K 0.11%
+13,600
181
$470K 0.11%
5,943
+5,811
182
$464K 0.1%
28,995
+2,885
183
$463K 0.1%
+4,450
184
$463K 0.1%
+12,000
185
$462K 0.1%
+8,575
186
$461K 0.1%
3,122
-160
187
$454K 0.1%
+14,170
188
$452K 0.1%
6,815
+6,715
189
$448K 0.1%
+5,486
190
$441K 0.1%
+3,767
191
$436K 0.1%
+11,050
192
$434K 0.1%
8,418
+5,381
193
$431K 0.1%
+2,236
194
$425K 0.1%
+48,620
195
$415K 0.09%
7,590
+6,003
196
$413K 0.09%
10,657
+9,127
197
$411K 0.09%
4,830
+1,032
198
$410K 0.09%
6,192
+108
199
$399K 0.09%
6,519
+6,031
200
$398K 0.09%
+3,229
6 7
8
9 10