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
$2.15B
AUM Growth
+$502M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,892
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$14.4M
3
+$13.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.3M
5
BA icon
Boeing
BA
+$8.31M

Top Sells

1
+$13.3M
2
+$4.39M
3
+$4.06M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$3.06M
5
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$3M

Sector Composition

1 Technology 7.87%
2 Financials 7.18%
3 Industrials 3.97%
4 Healthcare 3.68%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$7.02K ﹤0.01%
335
1977
$7.01K ﹤0.01%
+31
1978
$6.98K ﹤0.01%
+55
1979
$6.96K ﹤0.01%
1,984
+1,901
1980
$6.92K ﹤0.01%
245
+1
1981
$6.87K ﹤0.01%
+209
1982
$6.87K ﹤0.01%
387
+13
1983
$6.87K ﹤0.01%
+37
1984
$6.84K ﹤0.01%
103
+10
1985
$6.83K ﹤0.01%
161
+46
1986
$6.83K ﹤0.01%
274
-35
1987
$6.81K ﹤0.01%
+64
1988
$6.8K ﹤0.01%
301
+169
1989
$6.77K ﹤0.01%
589
+3
1990
$6.75K ﹤0.01%
+309
1991
$6.72K ﹤0.01%
+318
1992
$6.68K ﹤0.01%
1,494
+17
1993
$6.66K ﹤0.01%
+270
1994
$6.64K ﹤0.01%
+25
1995
$6.59K ﹤0.01%
350
1996
$6.55K ﹤0.01%
+298
1997
$6.53K ﹤0.01%
+316
1998
$6.51K ﹤0.01%
1,013
+13
1999
$6.51K ﹤0.01%
2,635
+2,514
2000
$6.5K ﹤0.01%
300
78 79
80
81 82