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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
1101
– –
-5
1102
– –
-500
1103
$0 ﹤0.01%
+4
1104
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-510
1105
$0 ﹤0.01%
+2
1106
– –
-175
1107
– –
-120
1108
$0 ﹤0.01%
+5
1109
$0 ﹤0.01%
1
1110
$0 ﹤0.01%
2
1111
$0 ﹤0.01%
+10
1112
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-10
1113
$0 ﹤0.01%
20
1114
$0 ﹤0.01%
1
-2
1115
$0 ﹤0.01%
14
1116
– –
-10
1117
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0
1118
– –
-356
1119
– –
-229
1120
– –
-600
1121
$0 ﹤0.01%
3
1122
– –
-217
1123
$0 ﹤0.01%
+16
1124
$0 ﹤0.01%
+8
1125
– –
-1,000
43 44
45
46 47