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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
826
$9K ﹤0.01%
217
827
$8K ﹤0.01%
+106
828
$8K ﹤0.01%
165
-225
829
$8K ﹤0.01%
250
830
$8K ﹤0.01%
+200
831
$8K ﹤0.01%
266
+45
832
$8K ﹤0.01%
1,000
833
$8K ﹤0.01%
160
834
$8K ﹤0.01%
603
+2
835
$8K ﹤0.01%
79
-37
836
$8K ﹤0.01%
+80
837
$8K ﹤0.01%
105
838
$8K ﹤0.01%
200
839
$7K ﹤0.01%
188
840
$7K ﹤0.01%
100
841
$7K ﹤0.01%
1,000
842
$7K ﹤0.01%
100
843
$7K ﹤0.01%
65
844
$7K ﹤0.01%
425
-426
845
$7K ﹤0.01%
10,000
846
$7K ﹤0.01%
19
-91
847
$7K ﹤0.01%
213
848
$7K ﹤0.01%
50
-50
849
$7K ﹤0.01%
40
+1
850
$7K ﹤0.01%
50
32 33
34
35 36