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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
$935M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,198
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.93M
3
+$6.11M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.92M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.37M

Top Sells

1
+$1.87M
2
+$1.68M
3
+$1.49M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.35M
5
VTV icon
Vanguard Value ETF
VTV
+$1.33M

Sector Composition

1 Technology 7.63%
2 Financials 7.18%
3 Industrials 5.56%
4 Healthcare 5.18%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$1K ﹤0.01%
127
+29
977
$1K ﹤0.01%
20
978
$1K ﹤0.01%
29
979
$1K ﹤0.01%
48
-656
980
$1K ﹤0.01%
22
981
$1K ﹤0.01%
5
982
$1K ﹤0.01%
16
983
$1K ﹤0.01%
16
984
$1K ﹤0.01%
14
985
$1K ﹤0.01%
6
986
$1K ﹤0.01%
52
-100
987
– –
0
988
$1K ﹤0.01%
29
989
$1K ﹤0.01%
+41
990
$1K ﹤0.01%
6
991
$1K ﹤0.01%
50
992
$1K ﹤0.01%
250
993
$1K ﹤0.01%
51
+3
994
– –
-2,220
995
– –
-36
996
– –
0
997
– –
-588
998
– –
-1,580
999
– –
-3,611
1000
– –
-55
38 39
40
41 42