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
2126
$475 ﹤0.01%
5
-430
2127
$472 ﹤0.01%
+122
2128
$451 ﹤0.01%
70
2129
$448 ﹤0.01%
14
-9
2130
$444 ﹤0.01%
31
-13
2131
$437 ﹤0.01%
20
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2132
$433 ﹤0.01%
110
+88
2133
$430 ﹤0.01%
1
-90
2134
$427 ﹤0.01%
4
-223
2135
$427 ﹤0.01%
+26
2136
$415 ﹤0.01%
15
-4
2137
$413 ﹤0.01%
50
-10,550
2138
$402 ﹤0.01%
7
-387
2139
$398 ﹤0.01%
4
-27
2140
$397 ﹤0.01%
8
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2141
$395 ﹤0.01%
9
-4
2142
$395 ﹤0.01%
250
-23
2143
$393 ﹤0.01%
10
-31
2144
$387 ﹤0.01%
1
-134
2145
$386 ﹤0.01%
17
-512
2146
$373 ﹤0.01%
45
-17
2147
$369 ﹤0.01%
203
-18
2148
$368 ﹤0.01%
8
-4
2149
$360 ﹤0.01%
2
-248
2150
$351 ﹤0.01%
5
84 85
86
87 88