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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
$571M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
930
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.3M
3
+$1.24M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$879K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$857K

Top Sells

1
+$3.22M
2
+$1.84M
3
+$1.71M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.36M
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$1.15M

Sector Composition

1 Financials 8.57%
2 Technology 6.65%
3 Industrials 5.64%
4 Healthcare 5.55%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$8K ﹤0.01%
220
-5
602
$8K ﹤0.01%
100
603
$8K ﹤0.01%
550
604
$7K ﹤0.01%
+213
605
$7K ﹤0.01%
138
606
$7K ﹤0.01%
179
607
$7K ﹤0.01%
217
608
$7K ﹤0.01%
50
609
$7K ﹤0.01%
100
610
$7K ﹤0.01%
32
+9
611
$7K ﹤0.01%
80
-85
612
$7K ﹤0.01%
200
613
$7K ﹤0.01%
243
614
$6K ﹤0.01%
120
615
$6K ﹤0.01%
71
+21
616
$6K ﹤0.01%
128
617
$6K ﹤0.01%
+750
618
$6K ﹤0.01%
935
-900
619
$6K ﹤0.01%
400
620
$5K ﹤0.01%
100
621
$5K ﹤0.01%
562
+13
622
$5K ﹤0.01%
500
623
$5K ﹤0.01%
146
-309
624
$5K ﹤0.01%
105
625
$5K ﹤0.01%
200
23 24
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