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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
726
$1K ﹤0.01%
105
727
$1K ﹤0.01%
100
728
$1K ﹤0.01%
5
729
$1K ﹤0.01%
+44
730
$1K ﹤0.01%
57
731
$1K ﹤0.01%
51
732
$1K ﹤0.01%
127
-12,285
733
$1K ﹤0.01%
6
734
$1K ﹤0.01%
17
735
$1K ﹤0.01%
+63
736
$1K ﹤0.01%
27
737
$1K ﹤0.01%
20
738
$1K ﹤0.01%
300
739
$1K ﹤0.01%
19
740
$1K ﹤0.01%
40
741
$1K ﹤0.01%
61
742
$1K ﹤0.01%
7
743
$1K ﹤0.01%
768
744
$1K ﹤0.01%
4
745
$1K ﹤0.01%
5
746
$1K ﹤0.01%
31
-3
747
$1K ﹤0.01%
54
+34
748
$1K ﹤0.01%
50
+27
749
$1K ﹤0.01%
111
750
$1K ﹤0.01%
216
-714
28 29
30
31 32