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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
-$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,285
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$4.8M
3
+$3.26M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.14M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.92M

Top Sells

1
+$19.3M
2
+$17.3M
3
+$16.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$10.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7M

Sector Composition

1 Financials 8.03%
2 Technology 7.73%
3 Healthcare 4.9%
4 Industrials 4.56%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$2K ﹤0.01%
508
+5
977
$2K ﹤0.01%
125
+25
978
$2K ﹤0.01%
+100
979
$2K ﹤0.01%
10
-16
980
$2K ﹤0.01%
6
981
$2K ﹤0.01%
6
982
$2K ﹤0.01%
2
983
$2K ﹤0.01%
52
984
$2K ﹤0.01%
37
985
$2K ﹤0.01%
+70
986
$2K ﹤0.01%
31
987
$2K ﹤0.01%
80
-80
988
$2K ﹤0.01%
8
-8
989
$2K ﹤0.01%
277
990
$2K ﹤0.01%
262
+6
991
$2K ﹤0.01%
+83
992
$2K ﹤0.01%
56
+32
993
$2K ﹤0.01%
113
994
$2K ﹤0.01%
186
995
$2K ﹤0.01%
303
-303
996
$1K ﹤0.01%
35
997
$1K ﹤0.01%
25
998
$1K ﹤0.01%
9
999
$1K ﹤0.01%
+17
1000
$1K ﹤0.01%
1
38 39
40
41 42