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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
$811M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$4.14M
3
+$2.14M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.48M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.36M

Top Sells

1
+$1.22M
2
+$1.01M
3
+$911K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$886K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$874K

Sector Composition

1 Technology 8.81%
2 Financials 7.61%
3 Healthcare 5.72%
4 Industrials 5.64%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$1K ﹤0.01%
22
+4
952
$1K ﹤0.01%
152
+1
953
$1K ﹤0.01%
+100
954
$1K ﹤0.01%
98
955
$1K ﹤0.01%
21
956
$1K ﹤0.01%
29
957
$1K ﹤0.01%
1,400
+1,000
958
$1K ﹤0.01%
111
959
$1K ﹤0.01%
30
960
$1K ﹤0.01%
4
961
$1K ﹤0.01%
22
962
– –
-25
963
$0 ﹤0.01%
20
964
– –
-1,152
965
$0 ﹤0.01%
+17
966
– –
0
967
$0 ﹤0.01%
36
968
– –
-7,447
969
– –
-2,817
970
– –
-1,505
971
$0 ﹤0.01%
118
972
$0 ﹤0.01%
+90
973
$0 ﹤0.01%
3
974
– –
-17,094
975
– –
-64
37 38
39
40 41