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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
$1.16B
AUM Growth
-$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,308
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$4.37M
3
+$4.22M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.41M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.34M

Top Sells

1
+$5.52M
2
+$1.81M
3
+$1.59M
4
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
+$1.53M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.48M

Sector Composition

1 Financials 8.73%
2 Technology 7.31%
3 Healthcare 4.8%
4 Industrials 4.16%
5 Consumer Discretionary 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$2K ﹤0.01%
300
977
$2K ﹤0.01%
648
978
$2K ﹤0.01%
461
979
$2K ﹤0.01%
3
980
$2K ﹤0.01%
46
981
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71
-54
982
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13
983
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16
984
$2K ﹤0.01%
10
985
$2K ﹤0.01%
1,113
986
$2K ﹤0.01%
100
987
$2K ﹤0.01%
89
+1
988
$2K ﹤0.01%
10
989
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29
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990
$2K ﹤0.01%
+42
991
$2K ﹤0.01%
18
992
$2K ﹤0.01%
6
993
$2K ﹤0.01%
7
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994
$2K ﹤0.01%
2
995
$2K ﹤0.01%
+300
996
$2K ﹤0.01%
52
997
$2K ﹤0.01%
106
+3
998
$2K ﹤0.01%
43
999
$2K ﹤0.01%
180
1000
$2K ﹤0.01%
62
-65
38 39
40
41 42