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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
801
$0 ﹤0.01%
+4
802
– –
-500
803
$0 ﹤0.01%
1
804
$0 ﹤0.01%
+4
805
– –
0
806
$0 ﹤0.01%
+2
807
$0 ﹤0.01%
+2
808
$0 ﹤0.01%
+2
809
$0 ﹤0.01%
+7
810
$0 ﹤0.01%
+12
811
$0 ﹤0.01%
+2
812
$0 ﹤0.01%
40
813
$0 ﹤0.01%
+7
814
– –
-87
815
$0 ﹤0.01%
50
-1,083
816
$0 ﹤0.01%
7
817
– –
-300
818
– –
-115
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