We are live on ! Find out more
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
$811M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$4.14M
3
+$2.14M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.48M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.36M

Top Sells

1
+$1.22M
2
+$1.01M
3
+$911K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$886K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$874K

Sector Composition

1 Technology 8.81%
2 Financials 7.61%
3 Healthcare 5.72%
4 Industrials 5.64%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$0 ﹤0.01%
18
1127
$0 ﹤0.01%
5
1128
– –
-32
1129
$0 ﹤0.01%
1
1130
– –
-50
1131
– –
-44
1132
$0 ﹤0.01%
+10
1133
– –
0
1134
$0 ﹤0.01%
+16
1135
$0 ﹤0.01%
4
-34
1136
$0 ﹤0.01%
+2
1137
– –
-691
1138
– –
-3,000
1139
– –
-360
1140
– –
-100
1141
– –
-6
1142
$0 ﹤0.01%
5
-3
1143
– –
0
1144
– –
0
1145
– –
0
1146
$0 ﹤0.01%
+12
1147
$0 ﹤0.01%
32
-433
1148
– –
-178
1149
– –
-37
1150
$0 ﹤0.01%
55
43 44 45
46
47