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
$255M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$726K
3
+$480K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$451K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$406K

Top Sells

1
+$623K
2
+$462K
3
+$205K
4
DVY icon
iShares Select Dividend ETF
DVY
+$199K
5
CVX icon
Chevron
CVX
+$183K

Sector Composition

1 Financials 7.65%
2 Healthcare 5.82%
3 Technology 4.87%
4 Industrials 4.18%
5 Energy 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$68K 0.03%
1,346
+76
202
$66K 0.03%
+1,000
203
$65K 0.03%
1,514
+51
204
$65K 0.03%
611
205
$65K 0.03%
1,760
206
$63K 0.02%
+500
207
$63K 0.02%
+1,520
208
$61K 0.02%
2,400
-144
209
$60K 0.02%
5,578
-3,279
210
$59K 0.02%
4,850
211
$59K 0.02%
489
-395
212
$58K 0.02%
2,000
-1,215
213
$57K 0.02%
1,321
+49
214
$57K 0.02%
1,647
215
$56K 0.02%
2,500
216
$56K 0.02%
2,424
-457
217
$56K 0.02%
300
218
$55K 0.02%
1,214
+229
219
$53K 0.02%
886
220
$52K 0.02%
1,050
221
$52K 0.02%
2,835
+1,042
222
$52K 0.02%
2,070
223
$51K 0.02%
830
-57
224
$51K 0.02%
2,509
+4
225
$51K 0.02%
2,442
+63
7 8
9
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