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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
$990M
AUM Growth
-$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,291
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.17M
3
+$2.75M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.09M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.84M

Top Sells

1
+$4.23M
2
+$2.64M
3
+$933K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$742K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$672K

Sector Composition

1 Financials 8.37%
2 Technology 6.62%
3 Healthcare 4.9%
4 Industrials 4.16%
5 Consumer Discretionary 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$2K ﹤0.01%
46
927
$2K ﹤0.01%
27
-6
928
$2K ﹤0.01%
61
-329
929
$2K ﹤0.01%
100
930
$2K ﹤0.01%
52
931
$2K ﹤0.01%
30
932
$2K ﹤0.01%
20
-200
933
$2K ﹤0.01%
43
934
$2K ﹤0.01%
104
935
$2K ﹤0.01%
110
-48
936
$2K ﹤0.01%
+480
937
$2K ﹤0.01%
+50
938
$2K ﹤0.01%
11
939
$2K ﹤0.01%
10
940
$2K ﹤0.01%
1,315
941
$2K ﹤0.01%
100
942
$2K ﹤0.01%
300
943
$2K ﹤0.01%
340
+30
944
$2K ﹤0.01%
96
+25
945
$2K ﹤0.01%
+60
946
$2K ﹤0.01%
100
947
$2K ﹤0.01%
10
948
$2K ﹤0.01%
19
-273
949
$2K ﹤0.01%
71
-130
950
$2K ﹤0.01%
1,113
36 37
38
39 40