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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
$432M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$515K
3
+$488K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$481K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$470K

Top Sells

1
+$989K
2
+$820K
3
+$767K
4
AAPL icon
Apple
AAPL
+$722K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$492K

Sector Composition

1 Financials 10.23%
2 Healthcare 6.95%
3 Industrials 6.64%
4 Technology 6.37%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$11K ﹤0.01%
167
-50
577
$10K ﹤0.01%
199
578
$10K ﹤0.01%
345
-329
579
$10K ﹤0.01%
50
580
$10K ﹤0.01%
112
-1,697
581
$10K ﹤0.01%
340
-100
582
$10K ﹤0.01%
+331
583
$10K ﹤0.01%
1,770
584
$10K ﹤0.01%
150
585
$10K ﹤0.01%
400
586
$9K ﹤0.01%
138
587
$9K ﹤0.01%
200
588
$9K ﹤0.01%
165
589
$9K ﹤0.01%
134
590
$9K ﹤0.01%
439
+1
591
$9K ﹤0.01%
151
-84
592
$9K ﹤0.01%
428
-174
593
$9K ﹤0.01%
93
594
$9K ﹤0.01%
455
595
$9K ﹤0.01%
+115
596
$9K ﹤0.01%
400
597
$8K ﹤0.01%
180
598
$8K ﹤0.01%
33
+31
599
$8K ﹤0.01%
414
600
$8K ﹤0.01%
500
22 23
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