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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
$255M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$728K
3
+$480K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$450K
5
AOA icon
iShares Core 80/20 Aggressive Allocation ETF
AOA
+$402K

Top Sells

1
+$624K
2
+$454K
3
+$245K
4
DVY icon
iShares Select Dividend ETF
DVY
+$200K
5
CVX icon
Chevron
CVX
+$182K

Sector Composition

1 Financials 7.65%
2 Healthcare 5.82%
3 Technology 4.87%
4 Industrials 4.18%
5 Energy 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
100
452
$1K ﹤0.01%
11
453
$1K ﹤0.01%
98
-26
454
– –
-378
455
– –
-10
456
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0
457
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-268
458
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-180
459
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460
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461
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463
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464
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465
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466
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-422
467
$0 ﹤0.01%
20
468
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469
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$0 ﹤0.01%
1
471
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-150
472
$0 ﹤0.01%
+18
473
– –
0
474
– –
-1,500
475
– –
-30
17 18
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