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
801
$6K ﹤0.01%
126
802
$6K ﹤0.01%
375
+6
803
$6K ﹤0.01%
30
804
$6K ﹤0.01%
50
805
$6K ﹤0.01%
100
806
$6K ﹤0.01%
83
+20
807
$6K ﹤0.01%
394
808
$6K ﹤0.01%
100
809
$6K ﹤0.01%
162
810
$5K ﹤0.01%
26
+5
811
$5K ﹤0.01%
+17
812
$5K ﹤0.01%
56
813
$5K ﹤0.01%
27
-4,858
814
$5K ﹤0.01%
407
+1
815
$5K ﹤0.01%
47
+7
816
$5K ﹤0.01%
+100
817
$5K ﹤0.01%
154
818
$5K ﹤0.01%
236
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819
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55
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820
$5K ﹤0.01%
140
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821
$5K ﹤0.01%
90
822
$5K ﹤0.01%
330
823
$5K ﹤0.01%
500
824
$5K ﹤0.01%
38
-1
825
$5K ﹤0.01%
377
+6
31 32
33
34 35