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
2101
$571 ﹤0.01%
20
-15
2102
$569 ﹤0.01%
5
2103
$564 ﹤0.01%
9
-4
2104
$553 ﹤0.01%
5
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2105
$546 ﹤0.01%
20
2106
$542 ﹤0.01%
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2107
$540 ﹤0.01%
12
2108
$532 ﹤0.01%
6
2109
$525 ﹤0.01%
7
-1
2110
$525 ﹤0.01%
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2111
$524 ﹤0.01%
5
-41
2112
$523 ﹤0.01%
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2113
$519 ﹤0.01%
21
-100
2114
$515 ﹤0.01%
6
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2115
$508 ﹤0.01%
+51
2116
$507 ﹤0.01%
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2117
$506 ﹤0.01%
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2118
$503 ﹤0.01%
75
-12
2119
$503 ﹤0.01%
6
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2120
$489 ﹤0.01%
63
-3
2121
$485 ﹤0.01%
12
-872
2122
$485 ﹤0.01%
8
-11
2123
$484 ﹤0.01%
10
-557
2124
$483 ﹤0.01%
+49
2125
$476 ﹤0.01%
11
-133
83 84
85
86 87