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
$245M
AUM Growth
-$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$889K
2
+$841K
3
+$804K
4
IVOV icon
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
+$744K
5
AMZN icon
Amazon
AMZN
+$563K

Top Sells

1
+$6.99M
2
+$5.81M
3
+$4.27M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.19M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.88M

Sector Composition

1 Financials 8.61%
2 Healthcare 6.77%
3 Technology 5.16%
4 Industrials 4.5%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
+24
427
$1K ﹤0.01%
16
-3,672
428
$1K ﹤0.01%
13
429
$1K ﹤0.01%
11
430
$1K ﹤0.01%
+100
431
$1K ﹤0.01%
10
432
$1K ﹤0.01%
39
-18
433
$1K ﹤0.01%
343
434
$1K ﹤0.01%
2
435
$1K ﹤0.01%
35
-100
436
$1K ﹤0.01%
13
437
$1K ﹤0.01%
40
438
$1K ﹤0.01%
+20
439
$1K ﹤0.01%
21
440
$1K ﹤0.01%
25
441
$1K ﹤0.01%
66
442
$1K ﹤0.01%
78
443
$1K ﹤0.01%
104
444
$0 ﹤0.01%
1
445
– –
-63
446
– –
-23,228
447
– –
-59,246
448
– –
-330
449
– –
-375
450
– –
-113,050
16 17
18
19 20