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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
$995M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$2.18M
3
+$1.93M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.9M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.84M

Top Sells

1
+$4.74M
2
+$2.2M
3
+$1.88M
4
CLGX
Corelogic, Inc.
CLGX
+$1.37M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.32M

Sector Composition

1 Technology 7.61%
2 Financials 7.41%
3 Industrials 5.15%
4 Healthcare 5.08%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$28K ﹤0.01%
800
602
$28K ﹤0.01%
630
+1
603
$28K ﹤0.01%
515
604
$27K ﹤0.01%
670
+4
605
$27K ﹤0.01%
800
606
$27K ﹤0.01%
142
607
$27K ﹤0.01%
5,102
-2,367
608
$26K ﹤0.01%
406
+2
609
$26K ﹤0.01%
500
610
$26K ﹤0.01%
922
611
$26K ﹤0.01%
3,300
612
$26K ﹤0.01%
981
+7
613
$26K ﹤0.01%
473
614
$25K ﹤0.01%
1,490
+121
615
$25K ﹤0.01%
1,790
-33
616
$25K ﹤0.01%
2,000
+1,000
617
$25K ﹤0.01%
1,200
618
$25K ﹤0.01%
492
+2
619
$25K ﹤0.01%
105
620
$25K ﹤0.01%
+2,800
621
$25K ﹤0.01%
+300
622
$24K ﹤0.01%
711
+100
623
$24K ﹤0.01%
354
624
$24K ﹤0.01%
2,000
625
$24K ﹤0.01%
435
23 24
25
26 27