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
351
$6K ﹤0.01%
160
+4
352
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140
353
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79
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-150
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3,000
357
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20
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+18
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105
361
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362
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363
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672
364
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+100
365
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105
-105
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+400
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100
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100
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121
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+200
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$4K ﹤0.01%
110
375
$4K ﹤0.01%
43
13 14
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