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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
$701M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,067
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.33M
3
+$4.01M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.67M

Top Sells

1
+$1.81M
2
+$1.7M
3
+$1.49M
4
DBAW icon
Xtrackers MSCI All World ex US Hedged Equity ETF
DBAW
+$1.35M
5
DEUS icon
Xtrackers Russell US Multifactor ETF
DEUS
+$1.31M

Sector Composition

1 Technology 8.91%
2 Financials 7.34%
3 Healthcare 5.74%
4 Industrials 5.51%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$0 ﹤0.01%
53
927
$0 ﹤0.01%
+45
928
$0 ﹤0.01%
66
929
$0 ﹤0.01%
400
930
– –
-558
931
$0 ﹤0.01%
10
932
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933
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934
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935
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936
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+3
937
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938
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20
939
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-257
940
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941
– –
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942
$0 ﹤0.01%
6
-1,497
943
$0 ﹤0.01%
+8
944
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945
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946
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+28
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$0 ﹤0.01%
+15
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950
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0
36 37
38
39 40