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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
$995M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$2.18M
3
+$1.93M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.9M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.84M

Top Sells

1
+$4.74M
2
+$2.2M
3
+$1.88M
4
CLGX
Corelogic, Inc.
CLGX
+$1.37M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.32M

Sector Composition

1 Technology 7.61%
2 Financials 7.41%
3 Industrials 5.15%
4 Healthcare 5.08%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-500
1027
– –
-30
1028
$0 ﹤0.01%
12
1029
$0 ﹤0.01%
3
1030
$0 ﹤0.01%
+5
1031
– –
-41
1032
$0 ﹤0.01%
+12
1033
– –
-14,520
1034
– –
-585
1035
– –
-6
1036
– –
-5
1037
– –
-40
1038
– –
-57
1039
$0 ﹤0.01%
10
1040
$0 ﹤0.01%
35
+9
1041
$0 ﹤0.01%
+1
1042
– –
-3,568
1043
– –
-300
1044
– –
-2,164
1045
– –
-290
1046
– –
-170
1047
– –
-20
1048
– –
-60
1049
$0 ﹤0.01%
+3
1050
– –
-200
40 41
42
43 44