We are live on ! Find out more
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
$226M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.44M
3
+$2.21M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.13M
5
BND icon
Vanguard Total Bond Market
BND
+$1.85M

Top Sells

1
+$274K
2
+$74K
3
+$49K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$45.4K
5
KO icon
Coca-Cola
KO
+$41.6K

Sector Composition

1 Financials 7.91%
2 Healthcare 5.45%
3 Industrials 4.67%
4 Technology 4.33%
5 Energy 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
110
427
$3K ﹤0.01%
+128
428
$3K ﹤0.01%
43
429
$3K ﹤0.01%
+87
430
$3K ﹤0.01%
116
-14
431
$3K ﹤0.01%
92
432
$3K ﹤0.01%
177
-162
433
$2K ﹤0.01%
+34
434
$2K ﹤0.01%
50
435
$2K ﹤0.01%
100
436
$2K ﹤0.01%
35
437
$2K ﹤0.01%
100
438
$2K ﹤0.01%
+129
439
$2K ﹤0.01%
104
440
$2K ﹤0.01%
100
441
$2K ﹤0.01%
+100
442
$2K ﹤0.01%
200
443
$2K ﹤0.01%
+76
444
$2K ﹤0.01%
40
-300
445
$2K ﹤0.01%
+120
446
$2K ﹤0.01%
50
447
$2K ﹤0.01%
60
448
$2K ﹤0.01%
41
449
$2K ﹤0.01%
+54
450
$2K ﹤0.01%
100
16 17
18
19 20