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
901
$2K ﹤0.01%
73
902
$2K ﹤0.01%
111
903
$2K ﹤0.01%
12
904
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35
905
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+5
906
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10
907
$2K ﹤0.01%
537
908
$2K ﹤0.01%
429
909
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12
+1
910
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141
+16
911
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+17
912
$2K ﹤0.01%
+100
913
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13
914
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7
915
$2K ﹤0.01%
62
916
$2K ﹤0.01%
+200
917
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343
918
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6
919
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2
-25
920
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100
-450
921
$2K ﹤0.01%
278
922
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37
923
$2K ﹤0.01%
111
924
$2K ﹤0.01%
31
925
$2K ﹤0.01%
+42
35 36
37
38 39