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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
$268M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$796K
3
+$619K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$533K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$513K

Top Sells

1
+$696K
2
+$597K
3
+$231K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$193K
5
MDT icon
Medtronic
MDT
+$149K

Sector Composition

1 Financials 8.33%
2 Healthcare 5.58%
3 Technology 4.72%
4 Industrials 4.21%
5 Energy 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K ﹤0.01%
500
377
$6K ﹤0.01%
100
378
$6K ﹤0.01%
731
379
$6K ﹤0.01%
126
380
$6K ﹤0.01%
298
+5
381
$5K ﹤0.01%
500
382
$5K ﹤0.01%
100
383
$5K ﹤0.01%
43
384
$5K ﹤0.01%
53
385
$5K ﹤0.01%
152
386
$5K ﹤0.01%
+124
387
$5K ﹤0.01%
+37
388
$5K ﹤0.01%
+212
389
$5K ﹤0.01%
127
+2
390
$5K ﹤0.01%
+90
391
$5K ﹤0.01%
+108
392
$5K ﹤0.01%
178
393
$5K ﹤0.01%
+63
394
$5K ﹤0.01%
330
-1,050
395
$5K ﹤0.01%
50
396
$5K ﹤0.01%
75
397
$5K ﹤0.01%
+300
398
$5K ﹤0.01%
50
+37
399
$4K ﹤0.01%
47
400
$4K ﹤0.01%
87
14 15
16
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