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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
776
$1K ﹤0.01%
4
777
$1K ﹤0.01%
9
778
$1K ﹤0.01%
11
779
$1K ﹤0.01%
16
780
$1K ﹤0.01%
+25
781
$0 ﹤0.01%
4
782
$0 ﹤0.01%
2
783
$0 ﹤0.01%
1
784
– –
-2,886
785
– –
-16
786
– –
-3,153
787
$0 ﹤0.01%
2
788
$0 ﹤0.01%
7
789
$0 ﹤0.01%
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791
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792
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793
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794
$0 ﹤0.01%
2
795
$0 ﹤0.01%
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796
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-2
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$0 ﹤0.01%
6
799
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800
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-50
30 31
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