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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
$507M
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.44M
3
+$4.19M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.59M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$2.96M

Top Sells

1
+$6.68M
2
+$5.8M
3
+$5.18M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.69M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$2.65M

Sector Composition

1 Financials 7.95%
2 Technology 7.59%
3 Healthcare 6.33%
4 Industrials 5.02%
5 Consumer Discretionary 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
+400
702
$2K ﹤0.01%
260
703
$1K ﹤0.01%
20
-80
704
$1K ﹤0.01%
21
705
$1K ﹤0.01%
85
-460
706
$1K ﹤0.01%
8
707
$1K ﹤0.01%
53
708
$1K ﹤0.01%
12
709
$1K ﹤0.01%
31
710
$1K ﹤0.01%
10
711
$1K ﹤0.01%
538
+260
712
$1K ﹤0.01%
+100
713
$1K ﹤0.01%
2
714
$1K ﹤0.01%
36
715
$1K ﹤0.01%
+19
716
$1K ﹤0.01%
12
717
$1K ﹤0.01%
60
718
$1K ﹤0.01%
20
719
$1K ﹤0.01%
13
720
$1K ﹤0.01%
130
721
$1K ﹤0.01%
10
-37
722
$1K ﹤0.01%
7
723
$1K ﹤0.01%
2
724
$1K ﹤0.01%
+8
725
$1K ﹤0.01%
57
27 28
29
30 31