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
$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
451
$1K ﹤0.01%
3
452
– –
-300
453
– –
-21
454
– –
-150
455
$0 ﹤0.01%
25
456
– –
-400
457
$0 ﹤0.01%
3
458
– –
-66
459
$0 ﹤0.01%
1
460
– –
0
461
$0 ﹤0.01%
1
462
– –
-151
463
– –
-381
464
– –
-712
465
$0 ﹤0.01%
100
466
– –
0
467
$0 ﹤0.01%
7
468
$0 ﹤0.01%
15
469
$0 ﹤0.01%
1
470
$0 ﹤0.01%
10
471
– –
-10
472
– –
-550
473
– –
0
474
– –
-350
475
– –
-50
16 17 18
19
20