We are live on ! Find out more
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
$990M
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,291
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.17M
3
+$2.75M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.09M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M

Top Sells

1
+$4.23M
2
+$2.64M
3
+$933K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$742K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$672K

Sector Composition

1 Financials 8.37%
2 Technology 6.62%
3 Healthcare 4.9%
4 Industrials 4.16%
5 Consumer Discretionary 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$7K ﹤0.01%
250
-50
827
$7K ﹤0.01%
296
+36
828
$6K ﹤0.01%
160
829
$6K ﹤0.01%
578
+378
830
$6K ﹤0.01%
195
831
$6K ﹤0.01%
+254
832
$6K ﹤0.01%
243
+1
833
$6K ﹤0.01%
121
+4
834
$6K ﹤0.01%
51
835
$6K ﹤0.01%
690
+12
836
$6K ﹤0.01%
260
837
$6K ﹤0.01%
143
-330
838
$6K ﹤0.01%
+434
839
$6K ﹤0.01%
50
840
$6K ﹤0.01%
280
841
$6K ﹤0.01%
90
+1
842
$6K ﹤0.01%
100
843
$6K ﹤0.01%
+288
844
$6K ﹤0.01%
62
-65
845
$5K ﹤0.01%
305
-887
846
$5K ﹤0.01%
90
847
$5K ﹤0.01%
20
+16
848
$5K ﹤0.01%
236
+195
849
$5K ﹤0.01%
177
+1
850
$5K ﹤0.01%
125
+60
32 33
34
35 36