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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
951
$2K ﹤0.01%
94
+2
952
$2K ﹤0.01%
258
953
$2K ﹤0.01%
10
954
$2K ﹤0.01%
42
955
$2K ﹤0.01%
15
-3
956
$2K ﹤0.01%
2
957
$2K ﹤0.01%
62
958
$2K ﹤0.01%
175
959
$2K ﹤0.01%
75
960
$2K ﹤0.01%
170
-765
961
$2K ﹤0.01%
38
+1
962
$2K ﹤0.01%
5
963
$2K ﹤0.01%
71
+1
964
$2K ﹤0.01%
303
965
$2K ﹤0.01%
232
+2
966
$2K ﹤0.01%
111
967
$1K ﹤0.01%
11
-2
968
$1K ﹤0.01%
25
-2
969
$1K ﹤0.01%
78
+1
970
$1K ﹤0.01%
8
971
$1K ﹤0.01%
90
+1
972
$1K ﹤0.01%
12
973
$1K ﹤0.01%
25
974
$1K ﹤0.01%
+20
975
$1K ﹤0.01%
166
+54
37 38
39
40 41