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
$447M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.35M
3
+$1.88M
4
BABA icon
Alibaba
BABA
+$1.84M
5
ORCL icon
Oracle
ORCL
+$1.65M

Top Sells

1
+$12.9M
2
+$115K
3
+$108K
4
VUG icon
Vanguard Growth ETF
VUG
+$104K
5
MA icon
Mastercard
MA
+$100K

Sector Composition

1 Financials 10.23%
2 Healthcare 7.24%
3 Industrials 6.84%
4 Technology 6.79%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
+31
702
$2K ﹤0.01%
56
+28
703
$2K ﹤0.01%
731
704
$2K ﹤0.01%
78
705
$2K ﹤0.01%
32
706
$2K ﹤0.01%
36
-7
707
$1K ﹤0.01%
+15
708
$1K ﹤0.01%
+10
709
$1K ﹤0.01%
+6
710
$1K ﹤0.01%
+6
711
$1K ﹤0.01%
+10
712
$1K ﹤0.01%
+11
713
$1K ﹤0.01%
13
714
$1K ﹤0.01%
+3
715
$1K ﹤0.01%
+8
716
$1K ﹤0.01%
33
+9
717
$1K ﹤0.01%
10
718
$1K ﹤0.01%
+8
719
$1K ﹤0.01%
+11
720
$1K ﹤0.01%
+50
721
$1K ﹤0.01%
+30
722
$1K ﹤0.01%
175
+30
723
$1K ﹤0.01%
39
724
$1K ﹤0.01%
+14
725
$1K ﹤0.01%
+14
27 28
29
30 31