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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
$507M
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.44M
3
+$4.19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.59M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$2.96M

Top Sells

1
+$6.68M
2
+$5.8M
3
+$5.18M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.69M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$2.65M

Sector Composition

1 Financials 7.95%
2 Technology 7.59%
3 Healthcare 6.33%
4 Industrials 5.02%
5 Consumer Discretionary 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$24K ﹤0.01%
750
502
$24K ﹤0.01%
+100
503
$24K ﹤0.01%
1,600
504
$23K ﹤0.01%
+25
505
$23K ﹤0.01%
1,150
-400
506
$23K ﹤0.01%
2,700
507
$22K ﹤0.01%
111
+1
508
$22K ﹤0.01%
1,454
+1
509
$22K ﹤0.01%
133
-41
510
$21K ﹤0.01%
160
511
$21K ﹤0.01%
552
512
$21K ﹤0.01%
+773
513
$21K ﹤0.01%
260
-2,790
514
$21K ﹤0.01%
450
+15
515
$20K ﹤0.01%
100
516
$19K ﹤0.01%
120
+104
517
$19K ﹤0.01%
723
518
$19K ﹤0.01%
312
519
$18K ﹤0.01%
200
520
$18K ﹤0.01%
552
+432
521
$18K ﹤0.01%
82
+75
522
$18K ﹤0.01%
312
+2
523
$18K ﹤0.01%
150
+40
524
$18K ﹤0.01%
401
+2
525
$18K ﹤0.01%
400
19 20
21
22 23