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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
$701M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,067
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.33M
3
+$4.01M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.67M

Top Sells

1
+$1.81M
2
+$1.7M
3
+$1.49M
4
DBAW icon
Xtrackers MSCI All World ex US Hedged Equity ETF
DBAW
+$1.35M
5
DEUS icon
Xtrackers Russell US Multifactor ETF
DEUS
+$1.31M

Sector Composition

1 Technology 8.91%
2 Financials 7.34%
3 Healthcare 5.74%
4 Industrials 5.51%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$9K ﹤0.01%
180
702
$9K ﹤0.01%
284
703
$9K ﹤0.01%
55
704
$9K ﹤0.01%
321
+40
705
$9K ﹤0.01%
600
-234
706
$9K ﹤0.01%
890
707
$9K ﹤0.01%
128
708
$9K ﹤0.01%
100
709
$9K ﹤0.01%
96
+1
710
$9K ﹤0.01%
28
-10
711
$9K ﹤0.01%
1,770
712
$9K ﹤0.01%
500
713
$8K ﹤0.01%
160
714
$8K ﹤0.01%
559
+250
715
$8K ﹤0.01%
111
-76
716
$8K ﹤0.01%
61
+29
717
$8K ﹤0.01%
90
718
$8K ﹤0.01%
400
719
$7K ﹤0.01%
804
720
$7K ﹤0.01%
60
721
$7K ﹤0.01%
500
722
$7K ﹤0.01%
65
723
$7K ﹤0.01%
+45
724
$7K ﹤0.01%
663
-1,939
725
$7K ﹤0.01%
179
27 28
29
30 31