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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
926
$2K ﹤0.01%
31
927
$2K ﹤0.01%
277
928
$2K ﹤0.01%
13
929
$2K ﹤0.01%
71
930
$2K ﹤0.01%
10
931
$2K ﹤0.01%
56
932
$2K ﹤0.01%
+200
933
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3
934
$2K ﹤0.01%
301
+13
935
$2K ﹤0.01%
40
-6
936
$2K ﹤0.01%
13
+1
937
$2K ﹤0.01%
+74
938
$2K ﹤0.01%
16
-40
939
$2K ﹤0.01%
10
940
$2K ﹤0.01%
8
+1
941
$2K ﹤0.01%
200
942
$2K ﹤0.01%
40
943
$2K ﹤0.01%
100
944
$2K ﹤0.01%
+110
945
$2K ﹤0.01%
6
+1
946
$2K ﹤0.01%
85
-215
947
$2K ﹤0.01%
2
948
$2K ﹤0.01%
37
949
$2K ﹤0.01%
5
950
$2K ﹤0.01%
+18
36 37
38
39 40