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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
$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
801
$6K ﹤0.01%
30
802
$6K ﹤0.01%
50
803
$6K ﹤0.01%
188
804
$6K ﹤0.01%
126
805
$6K ﹤0.01%
100
806
$6K ﹤0.01%
83
+20
807
$6K ﹤0.01%
100
808
$6K ﹤0.01%
162
809
$6K ﹤0.01%
394
810
$5K ﹤0.01%
56
811
$5K ﹤0.01%
+17
812
$5K ﹤0.01%
407
+1
813
$5K ﹤0.01%
47
+7
814
$5K ﹤0.01%
+100
815
$5K ﹤0.01%
140
+1
816
$5K ﹤0.01%
90
817
$5K ﹤0.01%
330
818
$5K ﹤0.01%
500
819
$5K ﹤0.01%
38
-1
820
$5K ﹤0.01%
27
-4,858
821
$5K ﹤0.01%
377
+6
822
$5K ﹤0.01%
54
823
$5K ﹤0.01%
84
+80
824
$5K ﹤0.01%
139
+70
825
$5K ﹤0.01%
+17
31 32
33
34 35