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
$245M
AUM Growth
-$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$903K
2
+$852K
3
+$847K
4
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$753K
5
AMZN icon
Amazon
AMZN
+$571K

Top Sells

1
+$6.99M
2
+$5.81M
3
+$4.27M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.19M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.88M

Sector Composition

1 Financials 8.61%
2 Healthcare 6.77%
3 Technology 5.16%
4 Industrials 4.5%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K ﹤0.01%
400
352
$7K ﹤0.01%
400
353
$6K ﹤0.01%
+108
354
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270
355
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100
356
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357
$6K ﹤0.01%
100
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85
359
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100
-347
360
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120
361
$5K ﹤0.01%
400
362
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93
+3
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$5K ﹤0.01%
410
364
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30
365
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36
+1
366
$5K ﹤0.01%
43
367
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368
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75
369
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+50
370
$5K ﹤0.01%
400
+100
371
$5K ﹤0.01%
300
372
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300
373
$5K ﹤0.01%
300
+2
374
$4K ﹤0.01%
452
+11
375
$4K ﹤0.01%
300
13 14
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