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
$183M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$524K
3
+$463K
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$438K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$355K

Top Sells

1
+$616K
2
+$403K
3
+$262K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$223K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$210K

Sector Composition

1 Financials 8.88%
2 Healthcare 6.43%
3 Technology 4.92%
4 Industrials 4.7%
5 Consumer Discretionary 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$20K 0.01%
193
252
$20K 0.01%
66
+3
253
$20K 0.01%
500
254
$19K 0.01%
1,500
255
$19K 0.01%
160
256
$19K 0.01%
1,500
257
$19K 0.01%
339
+248
258
$18K 0.01%
573
+3
259
$18K 0.01%
133
260
$18K 0.01%
234
+16
261
$17K 0.01%
1,228
+122
262
$17K 0.01%
750
263
$17K 0.01%
2,496
264
$17K 0.01%
1,153
265
$17K 0.01%
336
266
$17K 0.01%
181
267
$17K 0.01%
360
+53
268
$16K 0.01%
1,500
269
$16K 0.01%
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270
$16K 0.01%
421
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271
$16K 0.01%
285
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272
$16K 0.01%
288
273
$16K 0.01%
218
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274
$16K 0.01%
195
275
$16K 0.01%
+260
9 10
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