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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
$990M
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,291
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.17M
3
+$2.75M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.09M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M

Top Sells

1
+$4.23M
2
+$2.64M
3
+$933K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$742K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$672K

Sector Composition

1 Financials 8.37%
2 Technology 6.62%
3 Healthcare 4.9%
4 Industrials 4.16%
5 Consumer Discretionary 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$4K ﹤0.01%
60
-65
877
$4K ﹤0.01%
65
878
$4K ﹤0.01%
542
879
$4K ﹤0.01%
539
880
$4K ﹤0.01%
174
881
$4K ﹤0.01%
507
+4
882
$4K ﹤0.01%
303
883
$4K ﹤0.01%
163
-128
884
$4K ﹤0.01%
154
+1
885
$4K ﹤0.01%
144
886
$4K ﹤0.01%
+94
887
$4K ﹤0.01%
40
888
$4K ﹤0.01%
49
889
$4K ﹤0.01%
200
890
$4K ﹤0.01%
+90
891
$4K ﹤0.01%
414
+2
892
$4K ﹤0.01%
88
893
$4K ﹤0.01%
88
894
$4K ﹤0.01%
515
+200
895
$4K ﹤0.01%
513
+5
896
$4K ﹤0.01%
45
-3
897
$4K ﹤0.01%
130
898
$4K ﹤0.01%
162
899
$4K ﹤0.01%
200
900
$4K ﹤0.01%
26
-112
34 35
36
37 38