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
$1.21B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,235
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$35.6M
3
+$28.6M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$19.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.7M

Top Sells

1
+$3.85M
2
+$2.37M
3
+$1.7M
4
UNP icon
Union Pacific
UNP
+$1.6M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.59M

Sector Composition

1 Financials 8.86%
2 Technology 6.75%
3 Healthcare 4.41%
4 Industrials 4.21%
5 Consumer Discretionary 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
– –
-234
1052
$0 ﹤0.01%
6
1053
– –
-200
1054
$0 ﹤0.01%
2
1055
– –
-72
1056
– –
-40
1057
$0 ﹤0.01%
14
1058
$0 ﹤0.01%
14
-41
1059
– –
0
1060
– –
-3
1061
– –
-200
1062
$0 ﹤0.01%
5
1063
$0 ﹤0.01%
10
1064
$0 ﹤0.01%
5
1065
$0 ﹤0.01%
6
1066
$0 ﹤0.01%
+1
1067
$0 ﹤0.01%
14
1068
– –
-51
1069
– –
-4
1070
– –
0
1071
$0 ﹤0.01%
1
1072
– –
0
1073
– –
-200
1074
$0 ﹤0.01%
37
1075
– –
-23
41 42
43
44 45