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
2376
$1.13K ﹤0.01%
+114
2377
$1.13K ﹤0.01%
+29
2378
$1.13K ﹤0.01%
+23
2379
$1.12K ﹤0.01%
+7
2380
$1.11K ﹤0.01%
+21
2381
$1.11K ﹤0.01%
+6
2382
$1.11K ﹤0.01%
+46
2383
$1.11K ﹤0.01%
+9
2384
$1.08K ﹤0.01%
+32
2385
$1.08K ﹤0.01%
200
2386
$1.07K ﹤0.01%
+20
2387
$1.07K ﹤0.01%
+37
2388
$1.06K ﹤0.01%
110
+4
2389
$1.06K ﹤0.01%
+26
2390
$1.05K ﹤0.01%
+84
2391
$1.05K ﹤0.01%
+10
2392
$1.03K ﹤0.01%
+21
2393
$1.02K ﹤0.01%
64
+19
2394
$1.02K ﹤0.01%
+43
2395
$1.02K ﹤0.01%
109
+9
2396
$1.02K ﹤0.01%
+35
2397
$1.01K ﹤0.01%
+11
2398
$1K ﹤0.01%
+30
2399
$993 ﹤0.01%
+3
2400
$989 ﹤0.01%
+41
94 95
96
97 98