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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
1001
$1K ﹤0.01%
8
1002
$1K ﹤0.01%
88
+1
1003
$1K ﹤0.01%
57
1004
$1K ﹤0.01%
46
-174
1005
$1K ﹤0.01%
10
1006
$1K ﹤0.01%
+60
1007
$1K ﹤0.01%
+100
1008
$1K ﹤0.01%
4
1009
$1K ﹤0.01%
16
1010
$1K ﹤0.01%
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1011
$1K ﹤0.01%
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1012
$1K ﹤0.01%
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+13
1013
$1K ﹤0.01%
+35
1014
$1K ﹤0.01%
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1015
$1K ﹤0.01%
52
1016
$1K ﹤0.01%
5
1017
$1K ﹤0.01%
41
-99
1018
$1K ﹤0.01%
4
1019
$1K ﹤0.01%
6
1020
$1K ﹤0.01%
6
1021
$1K ﹤0.01%
6
1022
$1K ﹤0.01%
19
1023
$1K ﹤0.01%
58
1024
$1K ﹤0.01%
245
-245
1025
$1K ﹤0.01%
+14
39 40
41
42 43