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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
$639M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,029
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$4.26M
3
+$3.72M
4
KR icon
Kroger
KR
+$2.65M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.32M

Top Sells

1
+$4.01M
2
+$2.33M
3
+$1.29M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$883K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$739K

Sector Composition

1 Technology 8.14%
2 Financials 7.28%
3 Healthcare 5.83%
4 Industrials 5.12%
5 Consumer Discretionary 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$14K ﹤0.01%
124
+21
627
$14K ﹤0.01%
500
+140
628
$14K ﹤0.01%
451
+138
629
$13K ﹤0.01%
90
630
$13K ﹤0.01%
156
-1,651
631
$13K ﹤0.01%
109
632
$13K ﹤0.01%
+316
633
$13K ﹤0.01%
2,300
634
$13K ﹤0.01%
+187
635
$13K ﹤0.01%
136
636
$13K ﹤0.01%
6,000
+4,800
637
$12K ﹤0.01%
540
+217
638
$12K ﹤0.01%
46
639
$12K ﹤0.01%
75
+63
640
$12K ﹤0.01%
+265
641
$12K ﹤0.01%
176
+166
642
$12K ﹤0.01%
180
+97
643
$12K ﹤0.01%
38
+2
644
$12K ﹤0.01%
190
645
$12K ﹤0.01%
427
+6
646
$12K ﹤0.01%
600
647
$12K ﹤0.01%
60
648
$11K ﹤0.01%
+95
649
$11K ﹤0.01%
150
650
$11K ﹤0.01%
100
24 25
26
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