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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
$507M
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.44M
3
+$4.19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.59M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$2.96M

Top Sells

1
+$6.68M
2
+$5.8M
3
+$5.18M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.69M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$2.65M

Sector Composition

1 Financials 7.95%
2 Technology 7.59%
3 Healthcare 6.33%
4 Industrials 5.02%
5 Consumer Discretionary 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$8K ﹤0.01%
355
-89
602
$8K ﹤0.01%
1,060
603
$8K ﹤0.01%
95
604
$8K ﹤0.01%
600
605
$8K ﹤0.01%
100
606
$8K ﹤0.01%
+100
607
$7K ﹤0.01%
51
-50
608
$7K ﹤0.01%
239
609
$7K ﹤0.01%
209
610
$7K ﹤0.01%
600
611
$7K ﹤0.01%
100
612
$7K ﹤0.01%
804
613
$7K ﹤0.01%
160
-153
614
$7K ﹤0.01%
500
615
$7K ﹤0.01%
230
+31
616
$7K ﹤0.01%
400
617
$6K ﹤0.01%
+170
618
$6K ﹤0.01%
152
+17
619
$6K ﹤0.01%
284
-12
620
$6K ﹤0.01%
+800
621
$6K ﹤0.01%
+125
622
$6K ﹤0.01%
128
623
$6K ﹤0.01%
50
624
$6K ﹤0.01%
500
625
$5K ﹤0.01%
330
23 24
25
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