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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
951
$2K ﹤0.01%
+38
952
– –
0
953
$2K ﹤0.01%
256
+6
954
$2K ﹤0.01%
98
955
$2K ﹤0.01%
226
+2
956
$2K ﹤0.01%
111
957
$2K ﹤0.01%
113
+3
958
$2K ﹤0.01%
17
959
$2K ﹤0.01%
6
960
$2K ﹤0.01%
29
+20
961
$2K ﹤0.01%
100
962
$2K ﹤0.01%
52
963
$1K ﹤0.01%
+4
964
$1K ﹤0.01%
6
+2
965
$1K ﹤0.01%
19
+4
966
$1K ﹤0.01%
+90
967
$1K ﹤0.01%
9
+1
968
$1K ﹤0.01%
57
969
$1K ﹤0.01%
3
970
$1K ﹤0.01%
28
971
$1K ﹤0.01%
8
972
$1K ﹤0.01%
6
973
$1K ﹤0.01%
4
974
$1K ﹤0.01%
26
975
$1K ﹤0.01%
4
37 38
39
40 41