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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
901
$3K ﹤0.01%
103
+1
902
$3K ﹤0.01%
+195
903
$3K ﹤0.01%
66
904
$3K ﹤0.01%
17
905
$3K ﹤0.01%
30
906
$3K ﹤0.01%
152
907
$3K ﹤0.01%
278
908
$3K ﹤0.01%
923
+82
909
$3K ﹤0.01%
+75
910
$3K ﹤0.01%
+8
911
$3K ﹤0.01%
50
912
$3K ﹤0.01%
5
913
$3K ﹤0.01%
71
914
$3K ﹤0.01%
+44
915
$3K ﹤0.01%
+79
916
$3K ﹤0.01%
200
917
$3K ﹤0.01%
46
918
$3K ﹤0.01%
74
+1
919
$3K ﹤0.01%
186
+24
920
$3K ﹤0.01%
100
921
$2K ﹤0.01%
+503
922
$2K ﹤0.01%
13
923
$2K ﹤0.01%
63
924
$2K ﹤0.01%
343
925
$2K ﹤0.01%
7
+5
35 36
37
38 39