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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
$128M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$1.51M
3
+$980K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$974K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$345K

Top Sells

1
+$3.2M
2
+$1.82M
3
+$1.49M
4
HPQ icon
HP
HPQ
+$736K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$397K

Sector Composition

1 Financials 5.93%
2 Energy 3.26%
3 Industrials 3.03%
4 Consumer Discretionary 1.68%
5 Technology 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2K ﹤0.01%
100
352
$2K ﹤0.01%
+100
353
$2K ﹤0.01%
60
354
$2K ﹤0.01%
122
355
$2K ﹤0.01%
100
356
$2K ﹤0.01%
101
357
$2K ﹤0.01%
10
358
$2K ﹤0.01%
55
359
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35
360
$2K ﹤0.01%
100
361
$2K ﹤0.01%
13
362
$2K ﹤0.01%
+25
363
$2K ﹤0.01%
104
364
$2K ﹤0.01%
30
365
$1K ﹤0.01%
50
366
$1K ﹤0.01%
+22
367
$1K ﹤0.01%
2
368
$1K ﹤0.01%
50
369
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50
370
$1K ﹤0.01%
66
371
$1K ﹤0.01%
100
372
$1K ﹤0.01%
+181
373
$1K ﹤0.01%
10
374
$1K ﹤0.01%
28
375
$1K ﹤0.01%
28
13 14
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