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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
$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
726
$12K ﹤0.01%
50
-25
727
$12K ﹤0.01%
600
728
$12K ﹤0.01%
128
729
$12K ﹤0.01%
54
-30
730
$12K ﹤0.01%
+120
731
$12K ﹤0.01%
450
732
$11K ﹤0.01%
+200
733
$11K ﹤0.01%
500
734
$11K ﹤0.01%
160
735
$11K ﹤0.01%
1,000
736
$11K ﹤0.01%
+127
737
$11K ﹤0.01%
116
-1
738
$11K ﹤0.01%
105
739
$11K ﹤0.01%
395
+8
740
$11K ﹤0.01%
600
741
$11K ﹤0.01%
+580
742
$10K ﹤0.01%
+300
743
$10K ﹤0.01%
300
744
$10K ﹤0.01%
337
+2
745
$10K ﹤0.01%
234
746
$10K ﹤0.01%
1,770
747
$10K ﹤0.01%
100
748
$10K ﹤0.01%
234
749
$10K ﹤0.01%
347
+3
750
$10K ﹤0.01%
175
28 29
30
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