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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
$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%
3
-1
902
$2K ﹤0.01%
+100
903
$2K ﹤0.01%
46
-16
904
$2K ﹤0.01%
+17
905
$2K ﹤0.01%
+100
906
$2K ﹤0.01%
13
907
$2K ﹤0.01%
62
908
$2K ﹤0.01%
+200
909
$2K ﹤0.01%
19
910
$2K ﹤0.01%
5
911
$2K ﹤0.01%
8
-16
912
$2K ﹤0.01%
343
913
$2K ﹤0.01%
6
914
$2K ﹤0.01%
2
-25
915
$2K ﹤0.01%
100
-450
916
$2K ﹤0.01%
52
-1
917
$2K ﹤0.01%
+48
918
$2K ﹤0.01%
278
919
$2K ﹤0.01%
37
920
$2K ﹤0.01%
111
921
$2K ﹤0.01%
31
922
$2K ﹤0.01%
+42
923
$2K ﹤0.01%
4
924
$2K ﹤0.01%
+100
925
$2K ﹤0.01%
277
35 36
37
38 39