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
826
$5K ﹤0.01%
54
827
$5K ﹤0.01%
84
+80
828
$5K ﹤0.01%
139
+70
829
$5K ﹤0.01%
+17
830
$4K ﹤0.01%
34
831
$4K ﹤0.01%
31
832
$4K ﹤0.01%
1,000
833
$4K ﹤0.01%
50
-15
834
$4K ﹤0.01%
102
835
$4K ﹤0.01%
105
836
$4K ﹤0.01%
+135
837
$4K ﹤0.01%
229
+3
838
$4K ﹤0.01%
104
839
$4K ﹤0.01%
+51
840
$4K ﹤0.01%
175
841
$4K ﹤0.01%
600
842
$4K ﹤0.01%
76
+6
843
$4K ﹤0.01%
62
844
$4K ﹤0.01%
90
845
$4K ﹤0.01%
55
+41
846
$4K ﹤0.01%
100
847
$4K ﹤0.01%
144
848
$4K ﹤0.01%
+260
849
$4K ﹤0.01%
77
850
$4K ﹤0.01%
90
32 33
34
35 36