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

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
2051
$5.47K ﹤0.01%
126
+12
2052
$5.46K ﹤0.01%
143
+76
2053
$5.43K ﹤0.01%
+33
2054
$5.43K ﹤0.01%
408
+26
2055
$5.42K ﹤0.01%
52
2056
$5.42K ﹤0.01%
20
-67
2057
$5.41K ﹤0.01%
1,000
2058
$5.38K ﹤0.01%
94
2059
$5.37K ﹤0.01%
272
2060
$5.36K ﹤0.01%
+105
2061
$5.34K ﹤0.01%
+190
2062
$5.33K ﹤0.01%
321
+63
2063
$5.3K ﹤0.01%
531
+31
2064
$5.3K ﹤0.01%
130
2065
$5.29K ﹤0.01%
62
+36
2066
$5.25K ﹤0.01%
59
+53
2067
$5.2K ﹤0.01%
106
2068
$5.15K ﹤0.01%
408
+261
2069
$5.14K ﹤0.01%
107
2070
$5.14K ﹤0.01%
+946
2071
$5.13K ﹤0.01%
90
+40
2072
$5.11K ﹤0.01%
66
2073
$5.11K ﹤0.01%
+145
2074
$5.09K ﹤0.01%
+264
2075
$5.08K ﹤0.01%
20