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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
876
$3K ﹤0.01%
50
877
$3K ﹤0.01%
+134
878
$3K ﹤0.01%
5
879
$3K ﹤0.01%
71
+3
880
$3K ﹤0.01%
+51
881
$3K ﹤0.01%
46
882
$3K ﹤0.01%
+200
883
$3K ﹤0.01%
19
884
$3K ﹤0.01%
110
885
$2K ﹤0.01%
12
886
$2K ﹤0.01%
35
887
$2K ﹤0.01%
537
888
$2K ﹤0.01%
429
889
$2K ﹤0.01%
12
+1
890
$2K ﹤0.01%
141
+16
891
$2K ﹤0.01%
7
892
$2K ﹤0.01%
+356
893
$2K ﹤0.01%
+229
894
$2K ﹤0.01%
66
895
$2K ﹤0.01%
+300
896
$2K ﹤0.01%
+72
897
$2K ﹤0.01%
111
898
$2K ﹤0.01%
+5
899
$2K ﹤0.01%
10
900
$2K ﹤0.01%
25
-275
34 35
36
37 38