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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
$639M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,029
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$4.26M
3
+$3.72M
4
KR icon
Kroger
KR
+$2.65M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.32M

Top Sells

1
+$4.01M
2
+$2.33M
3
+$1.29M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$883K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$739K

Sector Composition

1 Technology 8.14%
2 Financials 7.28%
3 Healthcare 5.83%
4 Industrials 5.12%
5 Consumer Discretionary 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-2,041
1002
– –
-14
1003
– –
-2,200
1004
$0 ﹤0.01%
6
1005
$0 ﹤0.01%
+350
1006
$0 ﹤0.01%
+1
1007
$0 ﹤0.01%
7
1008
$0 ﹤0.01%
11
1009
– –
-768
1010
$0 ﹤0.01%
+5
1011
– –
-773
1012
$0 ﹤0.01%
55
1013
$0 ﹤0.01%
16
1014
$0 ﹤0.01%
+32
1015
$0 ﹤0.01%
+238
1016
$0 ﹤0.01%
20
1017
– –
-865
1018
$0 ﹤0.01%
14
1019
$0 ﹤0.01%
52
-11,032
1020
$0 ﹤0.01%
11
-1
1021
– –
0
1022
– –
-260
1023
– –
0
1024
$0 ﹤0.01%
+1
1025
$0 ﹤0.01%
36
-1
38 39 40
41
42