AWM

Avior Wealth Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.44M
3
+$2.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.13M
5
BND icon
Vanguard Total Bond Market
BND
+$1.85M

Top Sells

1
+$274K
2
+$74K
3
+$49K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$45.4K
5
KO icon
Coca-Cola
KO
+$41.6K

Sector Composition

1 Financials 7.91%
2 Healthcare 5.45%
3 Industrials 4.67%
4 Technology 4.33%
5 Energy 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9K ﹤0.01%
+700
352
$8K ﹤0.01%
700
353
$8K ﹤0.01%
414
354
$8K ﹤0.01%
245
+38
355
$8K ﹤0.01%
100
356
$8K ﹤0.01%
100
-89
357
$8K ﹤0.01%
205
+100
358
$8K ﹤0.01%
700
359
$8K ﹤0.01%
100
-24
360
$8K ﹤0.01%
+400
361
$8K ﹤0.01%
+376
362
$8K ﹤0.01%
301
-114
363
$8K ﹤0.01%
330
364
$7K ﹤0.01%
105
365
$7K ﹤0.01%
+100
366
$7K ﹤0.01%
+138
367
$7K ﹤0.01%
75
368
$7K ﹤0.01%
+216
369
$7K ﹤0.01%
164
+4
370
$7K ﹤0.01%
140
371
$7K ﹤0.01%
150
372
$7K ﹤0.01%
63
373
$7K ﹤0.01%
+85
374
$7K ﹤0.01%
3,000
375
$7K ﹤0.01%
299
13 14
15
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