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
2026
$1K ﹤0.01%
33
2027
$987 ﹤0.01%
+70
2028
$972 ﹤0.01%
32
-432
2029
$971 ﹤0.01%
86
+21
2030
$969 ﹤0.01%
4
-276
2031
$967 ﹤0.01%
28
2032
$960 ﹤0.01%
300
2033
$955 ﹤0.01%
10
-437
2034
$945 ﹤0.01%
100
-9
2035
$930 ﹤0.01%
+300
2036
$904 ﹤0.01%
18
-330
2037
$875 ﹤0.01%
35
-756
2038
$867 ﹤0.01%
8
-2
2039
$859 ﹤0.01%
+80
2040
$850 ﹤0.01%
50
-1,509
2041
$843 ﹤0.01%
9
-9
2042
$838 ﹤0.01%
15
-21
2043
$834 ﹤0.01%
300
2044
$833 ﹤0.01%
13
-52
2045
$831 ﹤0.01%
5
-3
2046
$831 ﹤0.01%
37
-8
2047
$830 ﹤0.01%
+50
2048
$813 ﹤0.01%
13
2049
$808 ﹤0.01%
43
2050
$807 ﹤0.01%
13
-5
80 81
82
83 84