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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
$935M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,198
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.93M
3
+$6.11M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.92M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.37M

Top Sells

1
+$1.87M
2
+$1.68M
3
+$1.49M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.35M
5
VTV icon
Vanguard Value ETF
VTV
+$1.33M

Sector Composition

1 Technology 7.63%
2 Financials 7.18%
3 Industrials 5.56%
4 Healthcare 5.18%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$2K ﹤0.01%
429
902
$2K ﹤0.01%
10
903
$2K ﹤0.01%
4
+1
904
$2K ﹤0.01%
11
905
$2K ﹤0.01%
24
+6
906
$2K ﹤0.01%
300
907
$2K ﹤0.01%
10
-24
908
$2K ﹤0.01%
7
909
$2K ﹤0.01%
62
+12
910
$2K ﹤0.01%
19
-87
911
$2K ﹤0.01%
5
912
$2K ﹤0.01%
69
+55
913
$2K ﹤0.01%
53
+1
914
$2K ﹤0.01%
+66
915
$2K ﹤0.01%
51
+50
916
$2K ﹤0.01%
37
917
$2K ﹤0.01%
841
-242
918
$2K ﹤0.01%
5
919
$2K ﹤0.01%
31
920
$2K ﹤0.01%
+41
921
$2K ﹤0.01%
+4
922
$2K ﹤0.01%
277
923
$2K ﹤0.01%
245
+6
924
$2K ﹤0.01%
154
+2
925
$2K ﹤0.01%
98
35 36
37
38 39