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
301
$12K 0.01%
+340
302
$12K 0.01%
115
+1
303
$12K 0.01%
119
+19
304
$12K 0.01%
471
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305
$12K 0.01%
250
+3
306
$12K 0.01%
302
+1
307
$11K 0.01%
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308
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+60
309
$11K 0.01%
585
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+2
311
$11K 0.01%
+490
312
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100
313
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314
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270
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315
$11K 0.01%
400
316
$11K 0.01%
184
317
$10K 0.01%
265
318
$10K 0.01%
726
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321
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124
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415
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323
$9K ﹤0.01%
257
+2
324
$9K ﹤0.01%
283
325
$9K ﹤0.01%
+105
11 12
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