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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
$245M
AUM Growth
-$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$889K
2
+$841K
3
+$804K
4
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$744K
5
AMZN icon
Amazon
AMZN
+$563K

Top Sells

1
+$6.99M
2
+$5.81M
3
+$4.27M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.19M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.88M

Sector Composition

1 Financials 8.61%
2 Healthcare 6.77%
3 Technology 5.16%
4 Industrials 4.5%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$11K ﹤0.01%
50
302
$11K ﹤0.01%
1,200
303
$11K ﹤0.01%
+50
304
$11K ﹤0.01%
100
305
$11K ﹤0.01%
50
306
$11K ﹤0.01%
150
307
$11K ﹤0.01%
1,103
+26
308
$11K ﹤0.01%
215
+49
309
$10K ﹤0.01%
264
+3
310
$10K ﹤0.01%
330
311
$10K ﹤0.01%
436
+1
312
$10K ﹤0.01%
132
313
$10K ﹤0.01%
95
314
$10K ﹤0.01%
376
315
$10K ﹤0.01%
+400
316
$10K ﹤0.01%
299
317
$9K ﹤0.01%
300
+200
318
$9K ﹤0.01%
325
319
$9K ﹤0.01%
1,000
320
$9K ﹤0.01%
+500
321
$9K ﹤0.01%
175
322
$9K ﹤0.01%
125
323
$9K ﹤0.01%
414
324
$9K ﹤0.01%
287
325
$9K ﹤0.01%
79
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