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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
$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
851
$4K ﹤0.01%
5
852
$4K ﹤0.01%
45
853
$4K ﹤0.01%
62
854
$4K ﹤0.01%
90
855
$4K ﹤0.01%
55
+41
856
– –
0
857
$4K ﹤0.01%
25
-159
858
$3K ﹤0.01%
101
+50
859
$3K ﹤0.01%
100
860
$3K ﹤0.01%
30
-240
861
$3K ﹤0.01%
841
862
$3K ﹤0.01%
162
863
$3K ﹤0.01%
71
864
$3K ﹤0.01%
10
865
$3K ﹤0.01%
10
866
$3K ﹤0.01%
50
-462
867
$3K ﹤0.01%
100
868
$3K ﹤0.01%
31
869
$3K ﹤0.01%
8
-75
870
$3K ﹤0.01%
66
871
$3K ﹤0.01%
+100
872
$3K ﹤0.01%
+191
873
$3K ﹤0.01%
180
874
$3K ﹤0.01%
+217
875
$3K ﹤0.01%
152
33 34
35
36 37