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
2151
$349 ﹤0.01%
4
-884
2152
$346 ﹤0.01%
200
-6
2153
$318 ﹤0.01%
15
-10
2154
$311 ﹤0.01%
16
2155
$310 ﹤0.01%
45
-3,187
2156
$307 ﹤0.01%
1
-327
2157
$305 ﹤0.01%
19
-67
2158
$301 ﹤0.01%
84
-1,900
2159
$300 ﹤0.01%
37
-8
2160
$300 ﹤0.01%
15
-193
2161
$299 ﹤0.01%
300
-21
2162
$298 ﹤0.01%
4
-78
2163
$296 ﹤0.01%
2
-615
2164
$292 ﹤0.01%
16
-19
2165
$274 ﹤0.01%
23
-22
2166
$270 ﹤0.01%
1
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2167
$267 ﹤0.01%
31
-3
2168
$251 ﹤0.01%
18
2169
$250 ﹤0.01%
+13
2170
$245 ﹤0.01%
40
-8
2171
$241 ﹤0.01%
10
-573
2172
$234 ﹤0.01%
200
-13
2173
$215 ﹤0.01%
18
-2
2174
$214 ﹤0.01%
100
-23
2175
$212 ﹤0.01%
63
85 86
87
88 89