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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
$120M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$4.31M
3
+$566K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$395K
5
VV icon
Vanguard Large-Cap ETF
VV
+$395K

Top Sells

1
+$628K
2
+$627K
3
+$215K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$193K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$185K

Sector Composition

1 Financials 5.17%
2 Technology 3.19%
3 Industrials 3.09%
4 Energy 2.06%
5 Consumer Discretionary 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3K ﹤0.01%
+92
302
$3K ﹤0.01%
+200
303
$3K ﹤0.01%
+765
304
$3K ﹤0.01%
+102
305
$3K ﹤0.01%
+214
306
$3K ﹤0.01%
+601
307
$3K ﹤0.01%
+224
308
$3K ﹤0.01%
+22
309
$2K ﹤0.01%
+160
310
$2K ﹤0.01%
+2
311
$2K ﹤0.01%
+47
312
$2K ﹤0.01%
+40
313
$2K ﹤0.01%
+21
314
$2K ﹤0.01%
+23
315
$2K ﹤0.01%
+260
316
$2K ﹤0.01%
+100
317
$2K ﹤0.01%
+100
318
$2K ﹤0.01%
+50
319
$2K ﹤0.01%
+91
320
– –
0
321
$2K ﹤0.01%
+55
322
$2K ﹤0.01%
+35
323
$2K ﹤0.01%
+270
324
$2K ﹤0.01%
+100
325
$2K ﹤0.01%
+114
11 12
13
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