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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
$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
751
$1K ﹤0.01%
+4
752
$1K ﹤0.01%
+10
753
$1K ﹤0.01%
+7
754
$1K ﹤0.01%
+8
755
$1K ﹤0.01%
+9
756
$1K ﹤0.01%
+3
757
$1K ﹤0.01%
+9
758
$1K ﹤0.01%
+8
759
$1K ﹤0.01%
+20
760
$1K ﹤0.01%
+12
761
$1K ﹤0.01%
+6
762
$1K ﹤0.01%
40
763
$1K ﹤0.01%
+14
764
$1K ﹤0.01%
20
765
$1K ﹤0.01%
+9
766
$1K ﹤0.01%
21
767
$1K ﹤0.01%
36
+1
768
$1K ﹤0.01%
+3
769
$1K ﹤0.01%
+30
770
$1K ﹤0.01%
+20
771
$1K ﹤0.01%
+7
772
$1K ﹤0.01%
800
773
$1K ﹤0.01%
18
+13
774
$1K ﹤0.01%
+3
775
$1K ﹤0.01%
+4
29 30
31
32 33