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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
$468M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
812
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$650K
3
+$510K
4
WMB icon
Williams Companies
WMB
+$488K
5
ACGL icon
Arch Capital
ACGL
+$416K

Top Sells

1
+$575K
2
+$373K
3
+$337K
4
EBAY icon
eBay
EBAY
+$328K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$318K

Sector Composition

1 Financials 9.89%
2 Healthcare 7.22%
3 Technology 7.14%
4 Industrials 6.37%
5 Consumer Discretionary 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$10K ﹤0.01%
441
+1
577
$10K ﹤0.01%
125
-200
578
$10K ﹤0.01%
91
579
$10K ﹤0.01%
400
580
$10K ﹤0.01%
313
581
$10K ﹤0.01%
50
582
$10K ﹤0.01%
30
-875
583
$10K ﹤0.01%
1,770
584
$9K ﹤0.01%
50
585
$9K ﹤0.01%
73
586
$9K ﹤0.01%
175
587
$9K ﹤0.01%
115
588
$9K ﹤0.01%
500
-1,070
589
$9K ﹤0.01%
220
590
$9K ﹤0.01%
94
+1
591
$9K ﹤0.01%
50
592
$9K ﹤0.01%
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593
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594
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50
595
$8K ﹤0.01%
43
596
$8K ﹤0.01%
400
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$8K ﹤0.01%
205
598
$8K ﹤0.01%
138
599
$8K ﹤0.01%
414
600
$8K ﹤0.01%
236
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