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
2051
$805 ﹤0.01%
10
-131
2052
$804 ﹤0.01%
300
2053
$799 ﹤0.01%
3
-37
2054
$797 ﹤0.01%
14
+12
2055
$793 ﹤0.01%
6
-6
2056
$790 ﹤0.01%
+32
2057
$786 ﹤0.01%
+26
2058
$785 ﹤0.01%
33
-131
2059
$776 ﹤0.01%
20
+4
2060
$769 ﹤0.01%
285
2061
$766 ﹤0.01%
23
2062
$765 ﹤0.01%
41
-89
2063
$761 ﹤0.01%
20
-25
2064
$754 ﹤0.01%
200
2065
$753 ﹤0.01%
322
-4
2066
$745 ﹤0.01%
11
-8
2067
$741 ﹤0.01%
240
-8
2068
$739 ﹤0.01%
4
-30
2069
$721 ﹤0.01%
21
-6,887
2070
$720 ﹤0.01%
12
-4
2071
$717 ﹤0.01%
54
+25
2072
$715 ﹤0.01%
10
-527
2073
$697 ﹤0.01%
45
-19
2074
$681 ﹤0.01%
19
-3,146
2075
$677 ﹤0.01%
20
81 82
83
84 85