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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
$935M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,198
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.93M
3
+$6.11M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.92M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.37M

Top Sells

1
+$1.87M
2
+$1.68M
3
+$1.49M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.35M
5
VTV icon
Vanguard Value ETF
VTV
+$1.33M

Sector Composition

1 Technology 7.63%
2 Financials 7.18%
3 Industrials 5.56%
4 Healthcare 5.18%
5 Consumer Discretionary 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$0 ﹤0.01%
+5
1077
$0 ﹤0.01%
+3
1078
$0 ﹤0.01%
2
1079
– –
-921
1080
– –
-1,590
1081
– –
-54
1082
– –
-30,310
1083
– –
-87
1084
$0 ﹤0.01%
7
1085
– –
0
1086
– –
0
1087
$0 ﹤0.01%
2
1088
– –
-204
1089
– –
-72
1090
– –
-4,010
1091
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-92
1092
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-32
1093
– –
-100
1094
– –
-10
1095
– –
-19,910
1096
– –
-40
1097
$0 ﹤0.01%
6
-16
1098
– –
-272
1099
$0 ﹤0.01%
+10
1100
– –
-6,030
42 43
44
45 46