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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
1051
– –
-45,231
1052
$0 ﹤0.01%
+36
1053
– –
-350
1054
$0 ﹤0.01%
1
1055
$0 ﹤0.01%
7
1056
– –
0
1057
– –
-45
1058
– –
-18,004
1059
– –
-13
1060
$0 ﹤0.01%
1
1061
– –
-14,560
1062
– –
-6,889
1063
– –
-45
1064
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-4,548
1065
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-29
1066
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1067
$0 ﹤0.01%
10
1068
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35
1069
$0 ﹤0.01%
48
+26
1070
$0 ﹤0.01%
3
1071
$0 ﹤0.01%
1
-3
1072
– –
-423
1073
$0 ﹤0.01%
+13
1074
$0 ﹤0.01%
4
1075
– –
0
41 42
43
44 45