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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
$432M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$515K
3
+$488K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$481K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$470K

Top Sells

1
+$989K
2
+$820K
3
+$767K
4
AAPL icon
Apple
AAPL
+$722K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$492K

Sector Composition

1 Financials 10.23%
2 Healthcare 6.95%
3 Industrials 6.64%
4 Technology 6.37%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
800
702
$2K ﹤0.01%
+500
703
$1K ﹤0.01%
6
704
$1K ﹤0.01%
6
705
$1K ﹤0.01%
10
706
$1K ﹤0.01%
11
707
$1K ﹤0.01%
8
708
$1K ﹤0.01%
33
709
$1K ﹤0.01%
11
710
$1K ﹤0.01%
3
711
$1K ﹤0.01%
11
712
$1K ﹤0.01%
18
713
$1K ﹤0.01%
5
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$1K ﹤0.01%
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715
$1K ﹤0.01%
5
716
$1K ﹤0.01%
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717
$1K ﹤0.01%
7
718
$1K ﹤0.01%
7
719
$1K ﹤0.01%
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720
$1K ﹤0.01%
4
721
$1K ﹤0.01%
14
722
$1K ﹤0.01%
10
723
$1K ﹤0.01%
7
724
$1K ﹤0.01%
15
725
$1K ﹤0.01%
9
27 28
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