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
726
$1K ﹤0.01%
+113
727
$1K ﹤0.01%
+23
728
$1K ﹤0.01%
+11
729
$1K ﹤0.01%
+12
730
$1K ﹤0.01%
+5
731
$1K ﹤0.01%
+10
732
$1K ﹤0.01%
+3
733
$1K ﹤0.01%
+11
734
$1K ﹤0.01%
+17
735
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+18
736
$1K ﹤0.01%
+8
737
$1K ﹤0.01%
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738
$1K ﹤0.01%
16
739
$1K ﹤0.01%
+22
740
$1K ﹤0.01%
+25
741
$1K ﹤0.01%
+15
742
$1K ﹤0.01%
+5
743
$1K ﹤0.01%
+6
744
$1K ﹤0.01%
50
745
$1K ﹤0.01%
+60
746
$1K ﹤0.01%
+7
747
$1K ﹤0.01%
+7
748
$1K ﹤0.01%
+28
749
$1K ﹤0.01%
+4
750
$1K ﹤0.01%
+14
28 29
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