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
$447M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$2.5M
3
+$2.38M
4
V icon
Visa
V
+$1.94M
5
BABA icon
Alibaba
BABA
+$1.77M

Top Sells

1
+$13.3M
2
+$115K
3
+$107K
4
VUG icon
Vanguard Growth ETF
VUG
+$102K
5
MA icon
Mastercard
MA
+$102K

Sector Composition

1 Financials 10.23%
2 Healthcare 7.24%
3 Industrials 6.84%
4 Technology 6.79%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$389K 0.09%
9,490
+33
202
$388K 0.09%
22,464
+21,132
203
$387K 0.09%
+4,890
204
$386K 0.09%
10,140
+328
205
$386K 0.09%
+1,257
206
$382K 0.09%
+6,252
207
$380K 0.09%
4,702
+4,553
208
$375K 0.08%
+4,210
209
$369K 0.08%
17,859
+16,782
210
$365K 0.08%
+16,750
211
$365K 0.08%
+2,100
212
$360K 0.08%
5,578
+4,690
213
$358K 0.08%
+15,886
214
$357K 0.08%
+1,710
215
$351K 0.08%
+8,100
216
$351K 0.08%
2,401
+2,380
217
$351K 0.08%
+1,760
218
$350K 0.08%
+1,729
219
$349K 0.08%
+11,500
220
$348K 0.08%
+1,834
221
$344K 0.08%
+1,650
222
$341K 0.08%
4,671
+4,367
223
$334K 0.07%
6,935
+6,566
224
$333K 0.07%
12,970
+12,700
225
$332K 0.07%
+7,640
7 8
9
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