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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
3351
$69 ﹤0.01%
+8
3352
$69 ﹤0.01%
+2
3353
$69 ﹤0.01%
+1
3354
$69 ﹤0.01%
+14
3355
$68 ﹤0.01%
+13
3356
$68 ﹤0.01%
+37
3357
$68 ﹤0.01%
+4
3358
$68 ﹤0.01%
+1
3359
$68 ﹤0.01%
+9
3360
$68 ﹤0.01%
+5
3361
$68 ﹤0.01%
+26
3362
$67 ﹤0.01%
+3
3363
$67 ﹤0.01%
+6
3364
$67 ﹤0.01%
+8
3365
$67 ﹤0.01%
+3
3366
$67 ﹤0.01%
+2
3367
$67 ﹤0.01%
+5
3368
$66 ﹤0.01%
+7
3369
$66 ﹤0.01%
+4
3370
$66 ﹤0.01%
+2
3371
$66 ﹤0.01%
+4
3372
$66 ﹤0.01%
+100
3373
$65 ﹤0.01%
+7
3374
$65 ﹤0.01%
+2
3375
$65 ﹤0.01%
+8
133 134
135
136 137