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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
$1.16B
AUM Growth
-$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$4.37M
3
+$4.22M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.41M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.34M

Top Sells

1
+$5.52M
2
+$1.81M
3
+$1.59M
4
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
+$1.53M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.48M

Sector Composition

1 Financials 8.73%
2 Technology 7.31%
3 Healthcare 4.8%
4 Industrials 4.16%
5 Consumer Discretionary 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$261K 0.02%
2,795
-2,968
402
$260K 0.02%
2,956
-256
403
$257K 0.02%
1,403
+253
404
$253K 0.02%
2,506
-121
405
$247K 0.02%
4,516
+130
406
$247K 0.02%
1,346
-500
407
$243K 0.02%
6,028
-130
408
$243K 0.02%
1,781
409
$241K 0.02%
+11,829
410
$239K 0.02%
9,200
+8,200
411
$237K 0.02%
2,330
-859
412
$236K 0.02%
9,436
-1,872
413
$235K 0.02%
4,304
+1,294
414
$231K 0.02%
3,328
+1,000
415
$231K 0.02%
1,080
416
$231K 0.02%
6,196
+46
417
$230K 0.02%
4,380
-370
418
$228K 0.02%
4,369
+62
419
$227K 0.02%
+886
420
$225K 0.02%
1,761
-687
421
$221K 0.02%
2,269
422
$219K 0.02%
5,579
423
$218K 0.02%
+7,261
424
$217K 0.02%
3,133
+8
425
$216K 0.02%
1,831
+29
15 16
17
18 19