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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
$2.15B
AUM Growth
+$502M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,892
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.6M
3
+$12.6M
4
VUG icon
Vanguard Growth ETF
VUG
+$8.92M
5
BA icon
Boeing
BA
+$8.85M

Top Sells

1
+$12.7M
2
+$4.12M
3
+$3.85M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$3.01M
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$2.91M

Sector Composition

1 Technology 7.87%
2 Financials 7.18%
3 Industrials 3.99%
4 Healthcare 3.68%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2926
$177 ﹤0.01%
+37
2927
$176 ﹤0.01%
+16
2928
$176 ﹤0.01%
+10
2929
$176 ﹤0.01%
+6
2930
$176 ﹤0.01%
+10
2931
$176 ﹤0.01%
+24
2932
$174 ﹤0.01%
+14
2933
$173 ﹤0.01%
+5
2934
$173 ﹤0.01%
+4
2935
$173 ﹤0.01%
+11
2936
$173 ﹤0.01%
+39
2937
$172 ﹤0.01%
+4
2938
$171 ﹤0.01%
+12
2939
$171 ﹤0.01%
+3
2940
$170 ﹤0.01%
+8
2941
$170 ﹤0.01%
+2
2942
$170 ﹤0.01%
+4
2943
$170 ﹤0.01%
+17
2944
$170 ﹤0.01%
+3
2945
$170 ﹤0.01%
5
+4
2946
$169 ﹤0.01%
+8
2947
$169 ﹤0.01%
+8
2948
$169 ﹤0.01%
+4
2949
$168 ﹤0.01%
+5
2950
$168 ﹤0.01%
+9
116 117
118
119 120