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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
$1.21B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,235
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$35.6M
3
+$28.6M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$19.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.7M

Top Sells

1
+$3.85M
2
+$2.37M
3
+$1.7M
4
UNP icon
Union Pacific
UNP
+$1.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.59M

Sector Composition

1 Financials 8.86%
2 Technology 6.75%
3 Healthcare 4.41%
4 Industrials 4.21%
5 Consumer Discretionary 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$4K ﹤0.01%
100
877
$4K ﹤0.01%
144
878
$4K ﹤0.01%
500
879
$4K ﹤0.01%
90
880
$4K ﹤0.01%
27
+18
881
$4K ﹤0.01%
175
882
$4K ﹤0.01%
48
-81
883
$4K ﹤0.01%
170
-912
884
$4K ﹤0.01%
76
885
$4K ﹤0.01%
90
886
$4K ﹤0.01%
+160
887
$4K ﹤0.01%
154
888
$4K ﹤0.01%
140
889
$4K ﹤0.01%
+130
890
$4K ﹤0.01%
50
+25
891
$3K ﹤0.01%
54
+29
892
$3K ﹤0.01%
231
+2
893
$3K ﹤0.01%
180
894
$3K ﹤0.01%
104
895
$3K ﹤0.01%
1,000
896
$3K ﹤0.01%
461
+32
897
$3K ﹤0.01%
+490
898
$3K ﹤0.01%
+259
899
$3K ﹤0.01%
1
900
$3K ﹤0.01%
50
34 35
36
37 38