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
926
$2K ﹤0.01%
+13
927
$2K ﹤0.01%
250
+5
928
$2K ﹤0.01%
155
+1
929
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98
930
$2K ﹤0.01%
224
+2
931
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73
932
$1K ﹤0.01%
51
933
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17
934
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38
-129
935
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16
936
$1K ﹤0.01%
56
-900
937
$1K ﹤0.01%
15
-15,958
938
$1K ﹤0.01%
6
939
$1K ﹤0.01%
16
-256
940
$1K ﹤0.01%
100
941
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14
942
$1K ﹤0.01%
25
943
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63
944
$1K ﹤0.01%
8
-150
945
$1K ﹤0.01%
130
946
$1K ﹤0.01%
111
+1
947
$1K ﹤0.01%
+50
948
$1K ﹤0.01%
+17
949
$1K ﹤0.01%
24
-8
950
$1K ﹤0.01%
2
36 37
38
39 40