AWM

Avior Wealth Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 15.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$995M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$2.18M
3
+$1.93M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.9M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.84M

Top Sells

1
+$4.74M
2
+$2.2M
3
+$1.88M
4
CLGX
Corelogic, Inc.
CLGX
+$1.37M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.32M

Sector Composition

1 Technology 7.61%
2 Financials 7.41%
3 Industrials 5.15%
4 Healthcare 5.08%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$14K ﹤0.01%
437
-180
702
$14K ﹤0.01%
600
703
$14K ﹤0.01%
689
704
$14K ﹤0.01%
100
705
$14K ﹤0.01%
155
706
$13K ﹤0.01%
+20
707
$13K ﹤0.01%
93
+16
708
$13K ﹤0.01%
56
709
$13K ﹤0.01%
260
-340
710
$13K ﹤0.01%
60
711
$13K ﹤0.01%
218
+2
712
$13K ﹤0.01%
93
-1
713
$13K ﹤0.01%
129
+81
714
$13K ﹤0.01%
100
715
$13K ﹤0.01%
360
+1
716
$13K ﹤0.01%
574
-502
717
$12K ﹤0.01%
200
718
$12K ﹤0.01%
400
719
$12K ﹤0.01%
255
+1
720
$12K ﹤0.01%
155
721
$12K ﹤0.01%
284
722
$12K ﹤0.01%
50
-25
723
$12K ﹤0.01%
600
724
$12K ﹤0.01%
50
725
$12K ﹤0.01%
75
27 28
29
30 31