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
$2.15B
AUM Growth
+$502M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,892
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$14.4M
3
+$13.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$9.3M
5
BA icon
Boeing
BA
+$8.31M

Top Sells

1
+$13.3M
2
+$4.39M
3
+$4.06M
4
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$3.06M
5
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$3M

Sector Composition

1 Technology 7.87%
2 Financials 7.18%
3 Industrials 3.97%
4 Healthcare 3.68%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
$1.93K ﹤0.01%
131
+4
2277
$1.91K ﹤0.01%
+130
2278
$1.9K ﹤0.01%
18
-27
2279
$1.89K ﹤0.01%
+25
2280
$1.89K ﹤0.01%
+386
2281
$1.86K ﹤0.01%
+91
2282
$1.86K ﹤0.01%
41
+19
2283
$1.86K ﹤0.01%
281
+36
2284
$1.85K ﹤0.01%
+4
2285
$1.84K ﹤0.01%
64
+49
2286
$1.84K ﹤0.01%
634
+14
2287
$1.84K ﹤0.01%
+18
2288
$1.83K ﹤0.01%
+19
2289
$1.82K ﹤0.01%
+45
2290
$1.82K ﹤0.01%
+17
2291
$1.8K ﹤0.01%
+174
2292
$1.8K ﹤0.01%
+20
2293
$1.79K ﹤0.01%
+242
2294
$1.77K ﹤0.01%
+23
2295
$1.76K ﹤0.01%
127
-517
2296
$1.74K ﹤0.01%
+48
2297
$1.74K ﹤0.01%
+305
2298
$1.73K ﹤0.01%
+36
2299
$1.73K ﹤0.01%
+104
2300
$1.71K ﹤0.01%
+38
90 91
92
93 94