We are live on ! Find out more
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
$639M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,029
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$4.26M
3
+$3.72M
4
KR icon
Kroger
KR
+$2.65M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.32M

Top Sells

1
+$4.01M
2
+$2.33M
3
+$1.29M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$883K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$739K

Sector Composition

1 Technology 8.14%
2 Financials 7.28%
3 Healthcare 5.83%
4 Industrials 5.12%
5 Consumer Discretionary 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
– –
-10,400
927
$0 ﹤0.01%
+9
928
$0 ﹤0.01%
5
-2
929
$0 ﹤0.01%
+16
930
– –
-100
931
$0 ﹤0.01%
22
932
$0 ﹤0.01%
+1
933
– –
-250
934
– –
-4,040
935
$0 ﹤0.01%
5
936
– –
-1,400
937
$0 ﹤0.01%
29
938
$0 ﹤0.01%
+57
939
– –
0
940
$0 ﹤0.01%
22
941
$0 ﹤0.01%
4
942
$0 ﹤0.01%
11
943
– –
-260
944
– –
-810
945
$0 ﹤0.01%
4
946
$0 ﹤0.01%
6
947
$0 ﹤0.01%
6
948
– –
-21
949
$0 ﹤0.01%
10
950
$0 ﹤0.01%
18
36 37
38
39 40