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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
$639M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,029
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$4.26M
3
+$3.72M
4
KR icon
Kroger
KR
+$2.65M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.32M

Top Sells

1
+$4.01M
2
+$2.33M
3
+$1.29M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$883K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$739K

Sector Composition

1 Technology 8.14%
2 Financials 7.28%
3 Healthcare 5.83%
4 Industrials 5.12%
5 Consumer Discretionary 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$24K ﹤0.01%
27
+2
552
$24K ﹤0.01%
200
553
$24K ﹤0.01%
115
554
$24K ﹤0.01%
+1,306
555
$23K ﹤0.01%
399
-240
556
$23K ﹤0.01%
450
557
$23K ﹤0.01%
312
558
$23K ﹤0.01%
+1,102
559
$22K ﹤0.01%
+1,096
560
$22K ﹤0.01%
400
561
$22K ﹤0.01%
180
562
$22K ﹤0.01%
6,606
+18
563
$21K ﹤0.01%
900
564
$21K ﹤0.01%
+351
565
$21K ﹤0.01%
112
+1
566
$21K ﹤0.01%
405
+4
567
$21K ﹤0.01%
+254
568
$21K ﹤0.01%
314
+2
569
$21K ﹤0.01%
+1,160
570
$21K ﹤0.01%
456
571
$21K ﹤0.01%
1,392
-62
572
$21K ﹤0.01%
1,365
+123
573
$21K ﹤0.01%
+349
574
$20K ﹤0.01%
2,700
+1,700
575
$20K ﹤0.01%
+949
21 22
23
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