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
1976
$1.58K ﹤0.01%
57
-824
1977
$1.55K ﹤0.01%
26
-461
1978
$1.55K ﹤0.01%
224
+11
1979
$1.53K ﹤0.01%
53
-344
1980
$1.52K ﹤0.01%
242
1981
$1.51K ﹤0.01%
53
+2
1982
$1.51K ﹤0.01%
3
-273
1983
$1.49K ﹤0.01%
78
-22
1984
$1.45K ﹤0.01%
202
-73
1985
$1.45K ﹤0.01%
67
1986
$1.43K ﹤0.01%
813
-288
1987
$1.42K ﹤0.01%
1,357
-6,691
1988
$1.42K ﹤0.01%
12
-11
1989
$1.42K ﹤0.01%
33
1990
$1.42K ﹤0.01%
50
+43
1991
$1.41K ﹤0.01%
81
1992
$1.38K ﹤0.01%
+300
1993
$1.38K ﹤0.01%
+500
1994
$1.38K ﹤0.01%
13
-354
1995
$1.36K ﹤0.01%
+600
1996
$1.33K ﹤0.01%
303
-16
1997
$1.32K ﹤0.01%
7
-97
1998
$1.31K ﹤0.01%
50
-475
1999
$1.3K ﹤0.01%
213
-2,098
2000
$1.29K ﹤0.01%
139
-3,036
78 79
80
81 82