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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
776
$1K ﹤0.01%
+9
777
$1K ﹤0.01%
11
778
$1K ﹤0.01%
+113
779
$1K ﹤0.01%
+23
780
$1K ﹤0.01%
+10
781
$1K ﹤0.01%
+3
782
$1K ﹤0.01%
+11
783
$1K ﹤0.01%
+60
784
$1K ﹤0.01%
+14
785
$0 ﹤0.01%
+2
786
– –
-500
787
$0 ﹤0.01%
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788
$0 ﹤0.01%
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789
$0 ﹤0.01%
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790
$0 ﹤0.01%
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791
$0 ﹤0.01%
24
792
$0 ﹤0.01%
+6
793
$0 ﹤0.01%
+5
794
$0 ﹤0.01%
24
795
$0 ﹤0.01%
+12
796
$0 ﹤0.01%
7
797
$0 ﹤0.01%
1
798
– –
-2,902
799
$0 ﹤0.01%
70
800
– –
0
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