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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
$995M
AUM Growth
+$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$2.18M
3
+$1.93M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.9M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.84M

Top Sells

1
+$4.74M
2
+$2.2M
3
+$1.88M
4
CLGX
Corelogic, Inc.
CLGX
+$1.37M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.32M

Sector Composition

1 Technology 7.61%
2 Financials 7.41%
3 Industrials 5.15%
4 Healthcare 5.08%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$0 ﹤0.01%
2
1102
– –
0
1103
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-175
1104
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1105
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20
1106
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6
1107
$0 ﹤0.01%
288
1108
– –
-25
1109
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1111
$0 ﹤0.01%
18
1112
$0 ﹤0.01%
+5
1113
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1114
– –
-100
1115
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-300
1116
$0 ﹤0.01%
2
1117
– –
-2,925
1118
– –
-183
1119
– –
-179
1120
$0 ﹤0.01%
14
1121
– –
-11
1122
– –
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1123
$0 ﹤0.01%
10
+3
1124
$0 ﹤0.01%
3
1125
– –
-50
43 44
45
46 47