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AWM

Avior Wealth Management Portfolio holdings

AUM $3.53B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$520K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$1.39M
3
+$1.19M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$828K

Top Sells

1
+$10.4M
2
+$1.15M
3
+$579K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$442K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$359K

Sector Composition

1 Financials 5.81%
2 Industrials 3.09%
3 Technology 2.44%
4 Energy 2.28%
5 Consumer Discretionary 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7K 0.01%
88
252
$7K 0.01%
103
253
$7K 0.01%
140
254
$7K 0.01%
82
-318
255
$7K 0.01%
1,301
256
$7K 0.01%
100
257
$7K 0.01%
150
258
$7K 0.01%
176
-948
259
$7K 0.01%
113
260
$7K 0.01%
150
261
$6K 0.01%
148
262
$6K 0.01%
860
263
$6K 0.01%
102
+1
264
$6K 0.01%
100
265
$6K 0.01%
475
266
$5K ﹤0.01%
192
+20
267
$5K ﹤0.01%
121
268
$5K ﹤0.01%
189
269
$5K ﹤0.01%
172
270
$5K ﹤0.01%
97
271
$5K ﹤0.01%
305
272
$5K ﹤0.01%
15
273
$4K ﹤0.01%
90
-50
274
$4K ﹤0.01%
100
275
$4K ﹤0.01%
45
9 10
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12 13