AWM

Avior Wealth Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 15.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.77%
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
626
$24K ﹤0.01%
660
627
$24K ﹤0.01%
182
+129
628
$24K ﹤0.01%
711
+100
629
$24K ﹤0.01%
354
630
$23K ﹤0.01%
150
-140
631
$23K ﹤0.01%
67
632
$23K ﹤0.01%
85
-95
633
$23K ﹤0.01%
751
+14
634
$23K ﹤0.01%
669
+6
635
$23K ﹤0.01%
1,032
+1,000
636
$23K ﹤0.01%
299
+99
637
$22K ﹤0.01%
239
+84
638
$22K ﹤0.01%
560
639
$22K ﹤0.01%
50
640
$22K ﹤0.01%
+375
641
$22K ﹤0.01%
136
642
$21K ﹤0.01%
616
643
$21K ﹤0.01%
573
644
$21K ﹤0.01%
1,115
645
$21K ﹤0.01%
998
+3
646
$20K ﹤0.01%
2,300
647
$20K ﹤0.01%
1,000
648
$20K ﹤0.01%
120
-152
649
$20K ﹤0.01%
369
650
$20K ﹤0.01%
1,005
+1,000
24 25
26
27 28