We are live on ! Find out more
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
$811M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$4.14M
3
+$2.14M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.48M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.36M

Top Sells

1
+$1.22M
2
+$1.01M
3
+$911K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$886K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$874K

Sector Composition

1 Technology 8.81%
2 Financials 7.61%
3 Healthcare 5.72%
4 Industrials 5.64%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$22K ﹤0.01%
3,300
602
$22K ﹤0.01%
+262
603
$22K ﹤0.01%
300
604
$22K ﹤0.01%
153
-3
605
$22K ﹤0.01%
500
606
$22K ﹤0.01%
+250
607
$22K ﹤0.01%
781
+153
608
$21K ﹤0.01%
657
609
$21K ﹤0.01%
3,300
+1,300
610
$21K ﹤0.01%
1,200
611
$21K ﹤0.01%
660
+3
612
$21K ﹤0.01%
800
613
$21K ﹤0.01%
560
+552
614
$21K ﹤0.01%
500
615
$21K ﹤0.01%
+1,115
616
$20K ﹤0.01%
560
617
$20K ﹤0.01%
100
+98
618
$20K ﹤0.01%
+143
619
$20K ﹤0.01%
921
+5
620
$20K ﹤0.01%
310
621
$20K ﹤0.01%
589
+581
622
$20K ﹤0.01%
67
623
$19K ﹤0.01%
+48
624
$19K ﹤0.01%
300
-49
625
$19K ﹤0.01%
147
23 24
25
26 27