AWM

Avior Wealth Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 15.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.77%
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%
30
-240
877
$3K ﹤0.01%
180
878
$3K ﹤0.01%
+217
879
$3K ﹤0.01%
152
880
$3K ﹤0.01%
46
881
$3K ﹤0.01%
+200
882
$3K ﹤0.01%
19
883
$3K ﹤0.01%
110
884
$3K ﹤0.01%
162
885
$2K ﹤0.01%
+100
886
$2K ﹤0.01%
1
-11
887
$2K ﹤0.01%
3
-1
888
$2K ﹤0.01%
+100
889
$2K ﹤0.01%
46
-16
890
$2K ﹤0.01%
19
891
$2K ﹤0.01%
5
892
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8
-16
893
$2K ﹤0.01%
52
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894
$2K ﹤0.01%
+229
895
$2K ﹤0.01%
66
896
$2K ﹤0.01%
+48
897
$2K ﹤0.01%
+300
898
$2K ﹤0.01%
+72
899
$2K ﹤0.01%
98
900
$2K ﹤0.01%
224
+2
34 35
36
37 38