AWM

Avior Wealth Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 15.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$995M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$2.18M
3
+$1.93M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.9M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.84M

Top Sells

1
+$4.74M
2
+$2.2M
3
+$1.88M
4
CLGX
Corelogic, Inc.
CLGX
+$1.37M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.32M

Sector Composition

1 Technology 7.61%
2 Financials 7.41%
3 Industrials 5.15%
4 Healthcare 5.08%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$8K ﹤0.01%
57
777
$8K ﹤0.01%
87
778
$8K ﹤0.01%
65
779
$8K ﹤0.01%
90
780
$8K ﹤0.01%
776
+140
781
$8K ﹤0.01%
161
782
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242
-164
783
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158
+1
784
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+45
785
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+1,400
786
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500
787
$7K ﹤0.01%
25
788
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92
789
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+100
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30
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795
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$7K ﹤0.01%
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797
$7K ﹤0.01%
232
798
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799
$7K ﹤0.01%
245
800
$6K ﹤0.01%
188
30 31
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