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
$255M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$728K
3
+$480K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$450K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$402K

Top Sells

1
+$624K
2
+$454K
3
+$245K
4
DVY icon
iShares Select Dividend ETF
DVY
+$200K
5
CVX icon
Chevron
CVX
+$182K

Sector Composition

1 Financials 7.65%
2 Healthcare 5.82%
3 Technology 4.87%
4 Industrials 4.18%
5 Energy 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K ﹤0.01%
100
352
$8K ﹤0.01%
93
+8
353
$8K ﹤0.01%
400
354
$8K ﹤0.01%
166
355
$8K ﹤0.01%
303
356
$8K ﹤0.01%
207
+152
357
$8K ﹤0.01%
299
358
$7K ﹤0.01%
91
359
$7K ﹤0.01%
187
+1
360
$7K ﹤0.01%
+224
361
$7K ﹤0.01%
731
+207
362
$7K ﹤0.01%
106
363
$7K ﹤0.01%
125
364
$7K ﹤0.01%
+180
365
$7K ﹤0.01%
410
366
$7K ﹤0.01%
138
367
$7K ﹤0.01%
216
368
$7K ﹤0.01%
+165
369
$6K ﹤0.01%
+800
370
$6K ﹤0.01%
178
371
$6K ﹤0.01%
91
372
$6K ﹤0.01%
+2,000
373
$6K ﹤0.01%
126
374
$6K ﹤0.01%
100
375
$6K ﹤0.01%
100
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