AWM

Avior Wealth Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$447M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.35M
3
+$1.88M
4
BABA icon
Alibaba
BABA
+$1.84M
5
ORCL icon
Oracle
ORCL
+$1.65M

Top Sells

1
+$12.9M
2
+$115K
3
+$108K
4
VUG icon
Vanguard Growth ETF
VUG
+$104K
5
MA icon
Mastercard
MA
+$100K

Sector Composition

1 Financials 10.23%
2 Healthcare 7.24%
3 Industrials 6.84%
4 Technology 6.79%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$9K ﹤0.01%
77
+42
602
$9K ﹤0.01%
180
603
$9K ﹤0.01%
100
604
$9K ﹤0.01%
95
+62
605
$9K ﹤0.01%
25
606
$9K ﹤0.01%
455
+55
607
$9K ﹤0.01%
+200
608
$9K ﹤0.01%
1,000
609
$8K ﹤0.01%
440
+80
610
$8K ﹤0.01%
400
611
$8K ﹤0.01%
191
+100
612
$8K ﹤0.01%
126
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613
$8K ﹤0.01%
138
614
$8K ﹤0.01%
414
615
$8K ﹤0.01%
500
616
$8K ﹤0.01%
150
-1,000
617
$8K ﹤0.01%
216
618
$8K ﹤0.01%
220
619
$8K ﹤0.01%
93
+1
620
$7K ﹤0.01%
73
621
$7K ﹤0.01%
+43
622
$7K ﹤0.01%
+174
623
$7K ﹤0.01%
400
624
$7K ﹤0.01%
77
+37
625
$7K ﹤0.01%
172
+84
23 24
25
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