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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
$571M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
930
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.3M
3
+$1.24M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$879K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$857K

Top Sells

1
+$3.22M
2
+$1.84M
3
+$1.71M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.36M
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$1.15M

Sector Composition

1 Financials 8.57%
2 Technology 6.65%
3 Industrials 5.64%
4 Healthcare 5.55%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2K ﹤0.01%
12
677
$2K ﹤0.01%
423
+74
678
$2K ﹤0.01%
2
679
$2K ﹤0.01%
36
680
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10
681
$2K ﹤0.01%
60
682
$2K ﹤0.01%
11
683
$2K ﹤0.01%
13
684
$2K ﹤0.01%
25
+17
685
$2K ﹤0.01%
70
-127
686
$2K ﹤0.01%
32
687
$2K ﹤0.01%
100
688
$2K ﹤0.01%
57
689
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50
-39
690
$2K ﹤0.01%
770
691
$2K ﹤0.01%
180
692
$2K ﹤0.01%
92
+33
693
$2K ﹤0.01%
102
694
$2K ﹤0.01%
34
+3
695
$2K ﹤0.01%
54
696
$2K ﹤0.01%
39
-16
697
$2K ﹤0.01%
+48
698
$2K ﹤0.01%
+250
699
$2K ﹤0.01%
300
700
$2K ﹤0.01%
277
26 27
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