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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
$639M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,029
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$4.26M
3
+$3.72M
4
KR icon
Kroger
KR
+$2.65M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.32M

Top Sells

1
+$4.01M
2
+$2.33M
3
+$1.29M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$883K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$739K

Sector Composition

1 Technology 8.14%
2 Financials 7.28%
3 Healthcare 5.83%
4 Industrials 5.12%
5 Consumer Discretionary 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1K ﹤0.01%
73
+19
877
$1K ﹤0.01%
+29
878
$1K ﹤0.01%
7
879
$1K ﹤0.01%
+212
880
$1K ﹤0.01%
+33
881
$1K ﹤0.01%
111
882
$1K ﹤0.01%
35
+18
883
$0 ﹤0.01%
14
884
– –
0
885
$0 ﹤0.01%
14
886
$0 ﹤0.01%
4
887
$0 ﹤0.01%
6
888
$0 ﹤0.01%
+53
889
$0 ﹤0.01%
66
890
– –
-50
891
– –
-5,006
892
$0 ﹤0.01%
558
893
– –
-1,621
894
– –
-400
895
– –
-700
896
$0 ﹤0.01%
10
897
$0 ﹤0.01%
+3
898
$0 ﹤0.01%
6
+5
899
$0 ﹤0.01%
+212
900
$0 ﹤0.01%
+400
34 35
36
37 38