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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
$432M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$826K
2
+$515K
3
+$488K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$481K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$470K

Top Sells

1
+$989K
2
+$820K
3
+$767K
4
AAPL icon
Apple
AAPL
+$722K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$492K

Sector Composition

1 Financials 10.23%
2 Healthcare 6.95%
3 Industrials 6.64%
4 Technology 6.37%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1K ﹤0.01%
22
752
$1K ﹤0.01%
25
753
$1K ﹤0.01%
2
754
$1K ﹤0.01%
15
755
$1K ﹤0.01%
343
756
$1K ﹤0.01%
60
757
$1K ﹤0.01%
18
758
$1K ﹤0.01%
50
-32
759
$1K ﹤0.01%
75
760
$1K ﹤0.01%
8
761
$1K ﹤0.01%
9
762
$1K ﹤0.01%
4
-201
763
$1K ﹤0.01%
3
764
$1K ﹤0.01%
20
765
$1K ﹤0.01%
12
766
$1K ﹤0.01%
6
767
$1K ﹤0.01%
40
768
$1K ﹤0.01%
14
769
$1K ﹤0.01%
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770
$1K ﹤0.01%
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-29
771
$1K ﹤0.01%
30
772
$1K ﹤0.01%
20
773
$1K ﹤0.01%
7
774
$1K ﹤0.01%
18
775
$1K ﹤0.01%
78
29 30
31
32 33