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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
$236M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$957K
3
+$486K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$456K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$397K

Top Sells

1
+$1.06M
2
+$350K
3
+$243K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$196K
5
VTV icon
Vanguard Value ETF
VTV
+$150K

Sector Composition

1 Financials 7.48%
2 Healthcare 5.75%
3 Technology 4.4%
4 Industrials 4.17%
5 Energy 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
110
402
$3K ﹤0.01%
128
403
$3K ﹤0.01%
43
404
$3K ﹤0.01%
265
-135
405
$3K ﹤0.01%
100
406
$3K ﹤0.01%
47
407
$3K ﹤0.01%
87
408
$3K ﹤0.01%
50
409
$3K ﹤0.01%
121
410
$3K ﹤0.01%
92
411
$3K ﹤0.01%
60
412
$3K ﹤0.01%
1
413
$3K ﹤0.01%
195
414
$3K ﹤0.01%
16
415
$2K ﹤0.01%
16
-134
416
$2K ﹤0.01%
100
417
$2K ﹤0.01%
+20
418
$2K ﹤0.01%
34
419
$2K ﹤0.01%
60
+30
420
$2K ﹤0.01%
30
421
$2K ﹤0.01%
100
422
$2K ﹤0.01%
200
423
$2K ﹤0.01%
76
424
$2K ﹤0.01%
120
425
$2K ﹤0.01%
35
15 16
17
18 19