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
376
$4K ﹤0.01%
178
377
$4K ﹤0.01%
+120
378
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47
379
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380
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+50
381
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115
382
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+100
383
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384
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385
$3K ﹤0.01%
144
+1
386
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+50
387
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75
388
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389
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60
+50
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45
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52
392
$3K ﹤0.01%
+30
393
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+60
395
$3K ﹤0.01%
+343
396
$3K ﹤0.01%
100
397
$3K ﹤0.01%
500
398
$3K ﹤0.01%
+30
399
$3K ﹤0.01%
92
400
$3K ﹤0.01%
+60
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