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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
$935M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,198
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.93M
3
+$6.11M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.92M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.37M

Top Sells

1
+$1.87M
2
+$1.68M
3
+$1.49M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.35M
5
VTV icon
Vanguard Value ETF
VTV
+$1.33M

Sector Composition

1 Technology 7.63%
2 Financials 7.18%
3 Industrials 5.56%
4 Healthcare 5.18%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$20K ﹤0.01%
10,000
652
$20K ﹤0.01%
300
653
$20K ﹤0.01%
+206
654
$20K ﹤0.01%
500
655
$19K ﹤0.01%
61
656
$19K ﹤0.01%
617
+182
657
$19K ﹤0.01%
616
658
$19K ﹤0.01%
78
-3,426
659
$19K ﹤0.01%
930
-50
660
$19K ﹤0.01%
1,062
+1
661
$19K ﹤0.01%
48
662
$19K ﹤0.01%
124
663
$19K ﹤0.01%
1,115
664
$19K ﹤0.01%
+1,000
665
$18K ﹤0.01%
97
+1
666
$18K ﹤0.01%
344
667
$18K ﹤0.01%
50
-50
668
$18K ﹤0.01%
647
-134
669
$18K ﹤0.01%
+300
670
$17K ﹤0.01%
162
-93
671
$17K ﹤0.01%
369
672
$17K ﹤0.01%
51
-565
673
$17K ﹤0.01%
546
+8
674
$17K ﹤0.01%
2,300
675
$17K ﹤0.01%
500
25 26
27
28 29