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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
$701M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,067
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.33M
3
+$4.01M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.67M

Top Sells

1
+$1.81M
2
+$1.7M
3
+$1.49M
4
DBAW icon
Xtrackers MSCI All World ex US Hedged Equity ETF
DBAW
+$1.35M
5
DEUS icon
Xtrackers Russell US Multifactor ETF
DEUS
+$1.31M

Sector Composition

1 Technology 8.91%
2 Financials 7.34%
3 Healthcare 5.74%
4 Industrials 5.51%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2K ﹤0.01%
+3
827
$2K ﹤0.01%
62
828
$2K ﹤0.01%
35
829
$2K ﹤0.01%
144
830
$2K ﹤0.01%
10
831
$2K ﹤0.01%
77
832
$2K ﹤0.01%
105
833
$2K ﹤0.01%
149
+3
834
$2K ﹤0.01%
5
835
$2K ﹤0.01%
50
836
$2K ﹤0.01%
75
837
$2K ﹤0.01%
38
+9
838
$2K ﹤0.01%
40
839
$2K ﹤0.01%
178
840
$2K ﹤0.01%
5
841
$2K ﹤0.01%
83
+5
842
$2K ﹤0.01%
+180
843
$2K ﹤0.01%
108
+1
844
$2K ﹤0.01%
222
845
$1K ﹤0.01%
12
846
$1K ﹤0.01%
537
847
$1K ﹤0.01%
34
-175
848
$1K ﹤0.01%
119
+19
849
$1K ﹤0.01%
58
850
$1K ﹤0.01%
14
32 33
34
35 36