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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
+$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
1076
– –
-6,117
1077
$0 ﹤0.01%
118
1078
– –
-21
1079
$0 ﹤0.01%
12
1080
$0 ﹤0.01%
3
1081
– –
-2,000
1082
– –
-12,885
1083
– –
-1,400
1084
– –
-19
1085
– –
-1,200
1086
– –
-395
1087
$0 ﹤0.01%
50
-50
1088
– –
-100
1089
$0 ﹤0.01%
1
1090
$0 ﹤0.01%
24
-668
1091
– –
-66
1092
$0 ﹤0.01%
6
1093
$0 ﹤0.01%
2
1094
$0 ﹤0.01%
20
1095
$0 ﹤0.01%
1
1096
$0 ﹤0.01%
4
-2
1097
$0 ﹤0.01%
1
1098
– –
-1,350
1099
– –
-100
1100
– –
-500
42 43
44
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