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
2001
$1.26K ﹤0.01%
+56
2002
$1.26K ﹤0.01%
50
2003
$1.26K ﹤0.01%
43
+8
2004
$1.25K ﹤0.01%
23
2005
$1.25K ﹤0.01%
15
2006
$1.24K ﹤0.01%
23
-14
2007
$1.24K ﹤0.01%
12
-387
2008
$1.24K ﹤0.01%
203
+140
2009
$1.22K ﹤0.01%
5
-156
2010
$1.22K ﹤0.01%
32
-9
2011
$1.22K ﹤0.01%
79
2012
$1.2K ﹤0.01%
28
-69
2013
$1.2K ﹤0.01%
31
2014
$1.2K ﹤0.01%
25
-33
2015
$1.16K ﹤0.01%
9
-28
2016
$1.16K ﹤0.01%
8
-148
2017
$1.11K ﹤0.01%
201
+3
2018
$1.11K ﹤0.01%
200
2019
$1.11K ﹤0.01%
8
-78
2020
$1.06K ﹤0.01%
110
2021
$1.05K ﹤0.01%
25
-86
2022
$1.03K ﹤0.01%
126
-5
2023
$1.03K ﹤0.01%
100
-30
2024
$1.02K ﹤0.01%
56
-25
2025
$1.01K ﹤0.01%
7
-26
79 80
81
82 83