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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
501
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-232
502
– –
-3,000
503
$0 ﹤0.01%
1
504
$0 ﹤0.01%
5
505
$0 ﹤0.01%
7
+4
506
$0 ﹤0.01%
1
507
– –
-462
508
$0 ﹤0.01%
70
509
– –
-40
510
– –
-53
511
– –
-78
512
– –
-1,500
513
– –
-300
514
– –
-860
515
– –
0
516
– –
-3,500
517
– –
-17
518
– –
-39
519
$0 ﹤0.01%
15
520
$0 ﹤0.01%
1
521
– –
-1,529
522
– –
-500
17 18 19 20
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