AWM

Avior Wealth Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
801
$0 ﹤0.01%
+4
802
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803
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804
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805
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806
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807
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50
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808
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809
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810
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811
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812
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813
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814
$0 ﹤0.01%
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815
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0
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817
$0 ﹤0.01%
+7
818
$0 ﹤0.01%
+12
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