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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
$183M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$567K
2
+$528K
3
+$471K
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$442K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$364K

Top Sells

1
+$604K
2
+$411K
3
+$272K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$227K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$215K

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
426
$1K ﹤0.01%
+56
427
$1K ﹤0.01%
30
+10
428
$1K ﹤0.01%
232
429
$1K ﹤0.01%
+78
430
$1K ﹤0.01%
13
431
$1K ﹤0.01%
100
432
$1K ﹤0.01%
11
433
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434
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+1
435
$1K ﹤0.01%
+24
436
$1K ﹤0.01%
100
437
$1K ﹤0.01%
+35
438
$1K ﹤0.01%
+29
439
$1K ﹤0.01%
+17
440
$1K ﹤0.01%
28
441
$1K ﹤0.01%
+10
442
$1K ﹤0.01%
50
443
$1K ﹤0.01%
10
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$1K ﹤0.01%
2
445
$1K ﹤0.01%
+11
446
$1K ﹤0.01%
38
447
$1K ﹤0.01%
+40
448
$1K ﹤0.01%
52
449
$1K ﹤0.01%
+300
450
$1K ﹤0.01%
860
16 17
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