We are live on ! Find out more
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
951
$1K ﹤0.01%
6
952
$1K ﹤0.01%
50
953
$1K ﹤0.01%
31
954
$1K ﹤0.01%
26
955
$1K ﹤0.01%
+11
956
$1K ﹤0.01%
48
-860
957
$1K ﹤0.01%
30
958
$1K ﹤0.01%
16
-256
959
$1K ﹤0.01%
100
960
$1K ﹤0.01%
14
961
$1K ﹤0.01%
63
962
$1K ﹤0.01%
8
-150
963
$1K ﹤0.01%
130
964
$1K ﹤0.01%
111
+1
965
$1K ﹤0.01%
+50
966
$1K ﹤0.01%
+17
967
$1K ﹤0.01%
24
-8
968
$1K ﹤0.01%
2
969
$1K ﹤0.01%
52
970
$1K ﹤0.01%
13
-257
971
$1K ﹤0.01%
+26
972
$1K ﹤0.01%
3
973
$1K ﹤0.01%
40
-24,330
974
$1K ﹤0.01%
3
+1
975
$1K ﹤0.01%
86
37 38
39
40 41