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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
1001
– –
-500
1002
– –
-3,256
1003
– –
-100
1004
$0 ﹤0.01%
20
1005
– –
-277
1006
– –
-5
1007
– –
-56
1008
$0 ﹤0.01%
14
1009
– –
-767
1010
$0 ﹤0.01%
5
1011
– –
-58
1012
$0 ﹤0.01%
5
1013
$0 ﹤0.01%
+5
1014
$0 ﹤0.01%
+13
1015
$0 ﹤0.01%
+5
1016
$0 ﹤0.01%
+6
1017
– –
-274
1018
– –
-1,100
1019
– –
0
1020
– –
-610
1021
– –
-157
1022
– –
-529
1023
– –
-1,526
1024
– –
-560
1025
– –
0
39 40
41
42 43