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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
1051
$1K ﹤0.01%
91
+1
1052
$1K ﹤0.01%
196
+69
1053
$1K ﹤0.01%
4
-2
1054
$1K ﹤0.01%
3
-1
1055
$1K ﹤0.01%
14
1056
$1K ﹤0.01%
32
+10
1057
$1K ﹤0.01%
5
1058
$1K ﹤0.01%
20
1059
$1K ﹤0.01%
+53
1060
$1K ﹤0.01%
32
1061
$1K ﹤0.01%
111
1062
$1K ﹤0.01%
14
1063
$1K ﹤0.01%
8
1064
$1K ﹤0.01%
40
-39
1065
– –
0
1066
$1K ﹤0.01%
13
1067
$1K ﹤0.01%
10
1068
$1K ﹤0.01%
13
1069
$1K ﹤0.01%
36
1070
$1K ﹤0.01%
156
+1
1071
$1K ﹤0.01%
29
1072
$1K ﹤0.01%
11
1073
$1K ﹤0.01%
228
+2
1074
$1K ﹤0.01%
12
-4,779
1075
$1K ﹤0.01%
12
41 42
43
44 45