AWM
Avior Wealth Management Portfolio holdings
AUM $2.63B
AUM
$2.63B
AUM Growth
-$99.3M (-4%)
Cap. Flow
+$32.7M
Cap. Flow % of AUM
1.24%
Top 10 Holdings %Top 10 Hldgs %
30.35%
Holding
2,470
New
7
Increased
300
Reduced
365
Closed
1,731
Top Buys
| 1 | $11.8M | |
| 2 | $7.59M | |
| 3 | $7.23M | |
| 4 | $7.18M | |
| 5 | $7.13M |
Top Sells
| 1 | $3.31M | |
| 2 | $2.59M | |
| 3 | $2.43M | |
| 4 | $2.34M | |
| 5 | $1.97M |
Sector Composition
| 1 | Technology | 5.77% |
| 2 | Financials | 5.23% |
| 3 | Industrials | 2.25% |
| 4 | Healthcare | 2.18% |
| 5 | Consumer Discretionary | 1.76% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -218 | Closed | – | |||
| $0 | 0% | 0 -279 | Closed | – | |||
| $0 | 0% | 0 -1,932 | Closed | – | |||
| $0 | 0% | 0 -152 | Closed | – | |||
| $0 | 0% | 0 -2,593 | Closed | – | |||
| $0 | 0% | 0 -820 | Closed | – | |||
| $0 | 0% | 0 -101 | Closed | – | |||
| $0 | 0% | 0 -492 | Closed | – | |||
| $0 | 0% | 0 -2,402 | Closed | – | |||
| $0 | 0% | 0 -183 | Closed | – | |||
| $0 | 0% | 0 -90 | Closed | – | |||
| $0 | 0% | 0 -834 | Closed | – | |||
| $0 | 0% | 0 -272 | Closed | – | |||
| $0 | 0% | 0 -47 | Closed | – | |||
| $0 | 0% | 0 -2,050 | Closed | – | |||
| $0 | 0% | 0 -4,974 | Closed | – | |||
| $0 | 0% | 0 -742 | Closed | – | |||
| $0 | 0% | 0 -3,575 | Closed | – | |||
| $0 | 0% | 0 -1 | Closed | – | |||
| $0 | 0% | 0 -44 | Closed | – | |||
| $0 | 0% | 0 -170 | Closed | – | |||
| $0 | 0% | 0 -8,853 | Closed | – | |||
| $0 | 0% | 0 -804 | Closed | – | |||
| $0 | 0% | 0 -529 | Closed | – | |||
| $0 | 0% | 0 -2,416 | Closed | – |
