AWM

Avior Wealth Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
+$3.02M
2
+$2.5M
3
+$2.38M
4
V icon
Visa
V
+$1.94M
5
BABA icon
Alibaba
BABA
+$1.77M

Top Sells

1
+$13.3M
2
+$115K
3
+$107K
4
VUG icon
Vanguard Growth ETF
VUG
+$102K
5
MA icon
Mastercard
MA
+$102K

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