We are live on ! Find out more
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
$701M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,067
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.33M
3
+$4.01M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.67M

Top Sells

1
+$1.81M
2
+$1.7M
3
+$1.49M
4
DBAW icon
Xtrackers MSCI All World ex US Hedged Equity ETF
DBAW
+$1.35M
5
DEUS icon
Xtrackers Russell US Multifactor ETF
DEUS
+$1.31M

Sector Composition

1 Technology 8.91%
2 Financials 7.34%
3 Healthcare 5.74%
4 Industrials 5.51%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$0 ﹤0.01%
+11
1027
$0 ﹤0.01%
14
1028
– –
-1,002
1029
$0 ﹤0.01%
62
1030
$0 ﹤0.01%
7
1031
$0 ﹤0.01%
5
1032
$0 ﹤0.01%
+29
1033
$0 ﹤0.01%
12
1034
– –
-210
1035
$0 ﹤0.01%
5
1036
– –
-3
1037
$0 ﹤0.01%
1
1038
$0 ﹤0.01%
+6
1039
– –
-200
1040
– –
-1,555
1041
$0 ﹤0.01%
+44
1042
– –
-76
1043
$0 ﹤0.01%
18
1044
$0 ﹤0.01%
9
1045
– –
-132
1046
$0 ﹤0.01%
250
1047
– –
-246
1048
– –
-2,550
1049
$0 ﹤0.01%
+100
1050
$0 ﹤0.01%
6
39 40 41
42
43