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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
$811M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$4.14M
3
+$2.14M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.48M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.36M

Top Sells

1
+$1.22M
2
+$1.01M
3
+$911K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$886K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$874K

Sector Composition

1 Technology 8.81%
2 Financials 7.61%
3 Healthcare 5.72%
4 Industrials 5.64%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-11,373
1002
$0 ﹤0.01%
4
1003
$0 ﹤0.01%
6
1004
$0 ﹤0.01%
53
1005
$0 ﹤0.01%
66
1006
– –
-2,971
1007
– –
-421
1008
– –
-41
1009
$0 ﹤0.01%
+5
1010
$0 ﹤0.01%
5
-2
1011
$0 ﹤0.01%
16
1012
– –
-3
1013
$0 ﹤0.01%
1
1014
$0 ﹤0.01%
+5
1015
$0 ﹤0.01%
14
-22,490
1016
$0 ﹤0.01%
14
1017
$0 ﹤0.01%
5
1018
– –
-31
1019
– –
-200
1020
– –
-30
1021
– –
-1,947
1022
– –
0
1023
$0 ﹤0.01%
6
1024
– –
-1,418
1025
– –
-6
39 40
41
42 43