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
$236M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$918K
3
+$489K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$461K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$397K

Top Sells

1
+$1.09M
2
+$356K
3
+$252K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$198K
5
VTV icon
Vanguard Value ETF
VTV
+$153K

Sector Composition

1 Financials 7.48%
2 Healthcare 5.75%
3 Technology 4.4%
4 Industrials 4.17%
5 Energy 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$56K 0.02%
705
202
$55K 0.02%
1,272
+175
203
$55K 0.02%
2,103
204
$54K 0.02%
766
205
$54K 0.02%
2,881
206
$53K 0.02%
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207
$52K 0.02%
2,070
208
$51K 0.02%
2,505
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209
$50K 0.02%
1,965
210
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2,379
211
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3,059
212
$49K 0.02%
3,282
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213
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872
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214
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215
$46K 0.02%
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216
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873
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217
$45K 0.02%
475
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218
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219
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220
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222
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717
223
$38K 0.02%
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224
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149
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225
$37K 0.02%
1,848
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10 11