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
$995M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$2.18M
3
+$1.93M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.9M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.84M

Top Sells

1
+$4.74M
2
+$2.2M
3
+$1.88M
4
CLGX
Corelogic, Inc.
CLGX
+$1.37M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.32M

Sector Composition

1 Technology 7.61%
2 Financials 7.41%
3 Industrials 5.15%
4 Healthcare 5.08%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$68K 0.01%
934
-451
502
$68K 0.01%
2,341
+4
503
$67K 0.01%
1,758
504
$66K 0.01%
251
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505
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633
-201
506
$64K 0.01%
995
507
$63K 0.01%
6,415
+98
508
$63K 0.01%
879
509
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821
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510
$61K 0.01%
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511
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235
512
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395
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513
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514
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515
$58K 0.01%
3,200
516
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1,130
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517
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518
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520
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521
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522
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1,047
523
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1,700
524
$54K 0.01%
388
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525
$54K 0.01%
771
+54
19 20
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