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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
$126M
AUM Growth
+$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$429K
3
+$390K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$377K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$372K

Top Sells

1
+$370K
2
+$159K
3
+$137K
4
AAPL icon
Apple
AAPL
+$98.8K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$86.7K

Sector Composition

1 Financials 6.35%
2 Industrials 3.75%
3 Technology 2.34%
4 Energy 2.3%
5 Consumer Discretionary 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1K ﹤0.01%
13
327
$1K ﹤0.01%
10
328
$1K ﹤0.01%
+135
329
$1K ﹤0.01%
38
-10
330
$1K ﹤0.01%
100
-490
331
$1K ﹤0.01%
17,600
332
– –
-22
333
– –
0
334
$0 ﹤0.01%
1
335
$0 ﹤0.01%
100
336
$0 ﹤0.01%
1
337
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-549
338
$0 ﹤0.01%
400
339
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340
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341
$0 ﹤0.01%
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342
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343
$0 ﹤0.01%
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344
– –
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345
– –
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346
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347
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348
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349
– –
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350
– –
-270
11 12 13
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