We are live on ! Find out more
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
$128M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$1.51M
3
+$980K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$974K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$345K

Top Sells

1
+$3.2M
2
+$1.82M
3
+$1.49M
4
HPQ icon
HP
HPQ
+$736K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$397K

Sector Composition

1 Financials 5.93%
2 Energy 3.26%
3 Industrials 3.03%
4 Consumer Discretionary 1.68%
5 Technology 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13K 0.01%
1,500
252
$12K 0.01%
325
253
$12K 0.01%
253
+1
254
$12K 0.01%
426
+3
255
$12K 0.01%
+140
256
$12K 0.01%
90
257
$11K 0.01%
189
258
$11K 0.01%
700
259
$11K 0.01%
726
260
$11K 0.01%
955
+200
261
$11K 0.01%
206
+1
262
$11K 0.01%
100
263
$10K 0.01%
1
264
$10K 0.01%
500
265
$10K 0.01%
210
266
$10K 0.01%
265
267
$9K 0.01%
+299
268
$9K 0.01%
283
269
$9K 0.01%
105
+1
270
$9K 0.01%
700
271
$9K 0.01%
+215
272
$9K 0.01%
113
273
$9K 0.01%
+123
274
$9K 0.01%
3,000
275
$8K 0.01%
700
9 10
11
12 13