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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
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,235
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$35.6M
3
+$28.6M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$19.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.7M

Top Sells

1
+$3.85M
2
+$2.37M
3
+$1.7M
4
UNP icon
Union Pacific
UNP
+$1.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.59M

Sector Composition

1 Financials 8.86%
2 Technology 6.75%
3 Healthcare 4.41%
4 Industrials 4.21%
5 Consumer Discretionary 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$6K ﹤0.01%
50
827
$6K ﹤0.01%
484
828
$6K ﹤0.01%
+303
829
$6K ﹤0.01%
+201
830
$6K ﹤0.01%
142
+3
831
$6K ﹤0.01%
100
832
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833
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232
834
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835
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408
+1
836
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837
$6K ﹤0.01%
+86
838
$6K ﹤0.01%
174
-68
839
$6K ﹤0.01%
65
840
$6K ﹤0.01%
100
841
$6K ﹤0.01%
25
842
$5K ﹤0.01%
600
843
$5K ﹤0.01%
+130
844
$5K ﹤0.01%
32
-13
845
$5K ﹤0.01%
162
846
$5K ﹤0.01%
26
+1
847
$5K ﹤0.01%
60
848
$5K ﹤0.01%
90
849
$5K ﹤0.01%
52
+51
850
$5K ﹤0.01%
382
+7
32 33
34
35 36