We are live on ! Find out more
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
$935M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,198
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.93M
3
+$6.11M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.92M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.37M

Top Sells

1
+$1.87M
2
+$1.68M
3
+$1.49M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.35M
5
VTV icon
Vanguard Value ETF
VTV
+$1.33M

Sector Composition

1 Technology 7.63%
2 Financials 7.18%
3 Industrials 5.56%
4 Healthcare 5.18%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$9K ﹤0.01%
22
-7
777
$9K ﹤0.01%
335
778
$9K ﹤0.01%
195
779
$9K ﹤0.01%
870
780
$9K ﹤0.01%
+234
781
$9K ﹤0.01%
400
782
$9K ﹤0.01%
510
783
$9K ﹤0.01%
535
784
$8K ﹤0.01%
100
-1,290
785
$8K ﹤0.01%
365
-349
786
$8K ﹤0.01%
161
+1
787
$8K ﹤0.01%
60
788
$8K ﹤0.01%
300
789
$8K ﹤0.01%
57
790
$8K ﹤0.01%
500
791
$8K ﹤0.01%
65
792
$8K ﹤0.01%
+222
793
$8K ﹤0.01%
20
794
$7K ﹤0.01%
100
795
$7K ﹤0.01%
+300
796
$7K ﹤0.01%
171
+1
797
$7K ﹤0.01%
+24
798
$7K ﹤0.01%
100
799
$7K ﹤0.01%
+100
800
$7K ﹤0.01%
25
30 31
32
33 34