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
201
$1.47M 0.06%
5,653
-1,022
202
$1.47M 0.06%
77,068
-15,665
203
$1.47M 0.06%
9,059
-56
204
$1.47M 0.06%
1,436
-141
205
$1.44M 0.06%
51,379
-4,498
206
$1.43M 0.06%
11,579
-2,440
207
$1.42M 0.06%
52,804
+2,400
208
$1.42M 0.06%
59,878
+2,280
209
$1.41M 0.06%
24,349
-2,368
210
$1.41M 0.06%
119,744
+1,096
211
$1.39M 0.06%
8,071
-1,718
212
$1.38M 0.06%
6,907
+52
213
$1.37M 0.06%
58,519
+19,602
214
$1.37M 0.06%
16,324
+15,401
215
$1.37M 0.06%
6,237
-153
216
$1.37M 0.06%
13,685
-1,800
217
$1.35M 0.06%
15,817
+84
218
$1.35M 0.06%
28,990
-2,855
219
$1.34M 0.06%
44,762
+12,820
220
$1.34M 0.06%
9,522
+85
221
$1.34M 0.06%
32,265
-231
222
$1.31M 0.06%
20,604
-6,073
223
$1.31M 0.06%
9,480
+390
224
$1.3M 0.06%
24,760
+23,352
225
$1.29M 0.06%
18,924
-89,743
7 8
9
10 11