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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
$1.21B
AUM Growth
-$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,285
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$4.8M
3
+$3.26M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.14M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.92M

Top Sells

1
+$19.3M
2
+$17.3M
3
+$16.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$10.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7M

Sector Composition

1 Financials 8.03%
2 Technology 7.73%
3 Healthcare 4.9%
4 Industrials 4.56%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$10K ﹤0.01%
535
802
$10K ﹤0.01%
254
803
$10K ﹤0.01%
353
+4
804
$10K ﹤0.01%
60
-114
805
$10K ﹤0.01%
+355
806
$10K ﹤0.01%
400
807
$10K ﹤0.01%
337
808
$10K ﹤0.01%
30
809
$10K ﹤0.01%
580
810
$10K ﹤0.01%
1,770
811
$10K ﹤0.01%
602
+202
812
$10K ﹤0.01%
226
813
$10K ﹤0.01%
501
814
$10K ﹤0.01%
409
+8
815
$9K ﹤0.01%
100
816
$9K ﹤0.01%
169
+1
817
$9K ﹤0.01%
200
818
$9K ﹤0.01%
57
-2
819
$9K ﹤0.01%
119
+100
820
$9K ﹤0.01%
150
821
$9K ﹤0.01%
210
822
$9K ﹤0.01%
+108
823
$9K ﹤0.01%
+386
824
$9K ﹤0.01%
610
+10
825
$9K ﹤0.01%
59
31 32
33
34 35