AWM

Avior Wealth Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 15.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$447M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.35M
3
+$1.88M
4
BABA icon
Alibaba
BABA
+$1.84M
5
ORCL icon
Oracle
ORCL
+$1.65M

Top Sells

1
+$12.9M
2
+$115K
3
+$108K
4
VUG icon
Vanguard Growth ETF
VUG
+$104K
5
MA icon
Mastercard
MA
+$100K

Sector Composition

1 Financials 10.23%
2 Healthcare 7.24%
3 Industrials 6.84%
4 Technology 6.79%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$39K 0.01%
552
502
$36K 0.01%
811
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503
$35K 0.01%
514
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504
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650
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505
$35K 0.01%
493
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506
$34K 0.01%
231
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507
$34K 0.01%
518
508
$34K 0.01%
906
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509
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1,264
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510
$33K 0.01%
+3,210
511
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672
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512
$33K 0.01%
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513
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514
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515
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516
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517
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1,251
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518
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520
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521
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993
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$30K 0.01%
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524
$29K 0.01%
458
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525
$27K 0.01%
824
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