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
$811M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$4.14M
3
+$2.14M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.48M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.36M

Top Sells

1
+$1.22M
2
+$1.01M
3
+$911K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$886K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$874K

Sector Composition

1 Technology 8.81%
2 Financials 7.61%
3 Healthcare 5.72%
4 Industrials 5.64%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$2K ﹤0.01%
+90
877
$2K ﹤0.01%
96
878
$2K ﹤0.01%
+60
879
$2K ﹤0.01%
10
+2
880
$2K ﹤0.01%
164
+90
881
$2K ﹤0.01%
+72
882
$2K ﹤0.01%
100
883
$2K ﹤0.01%
5
884
$2K ﹤0.01%
50
885
$2K ﹤0.01%
+30
886
$2K ﹤0.01%
52
-35
887
$2K ﹤0.01%
+28
888
$2K ﹤0.01%
+267
889
$2K ﹤0.01%
83
890
$2K ﹤0.01%
+180
891
$2K ﹤0.01%
278
+28
892
$2K ﹤0.01%
37
893
– –
0
894
$2K ﹤0.01%
+157
895
$2K ﹤0.01%
277
896
$2K ﹤0.01%
239
+6
897
$2K ﹤0.01%
218
+3
898
$2K ﹤0.01%
72
-11
899
$1K ﹤0.01%
18
-3
900
$1K ﹤0.01%
12
34 35
36
37 38