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
$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
1126
$0 ﹤0.01%
2
-330
1127
$0 ﹤0.01%
8
-1,010
1128
– –
-348
1129
– –
-16
1130
$0 ﹤0.01%
+11
1131
$0 ﹤0.01%
3
1132
– –
-70
1133
$0 ﹤0.01%
5
1134
$0 ﹤0.01%
+50
1135
$0 ﹤0.01%
14
-162
1136
– –
0
1137
– –
-90
1138
– –
-90
1139
– –
-285
1140
$0 ﹤0.01%
14
1141
– –
-98
1142
$0 ﹤0.01%
10
1143
– –
-371
1144
– –
-60
1145
– –
0
1146
$0 ﹤0.01%
+2
1147
$0 ﹤0.01%
5
1148
– –
-352
1149
– –
-798
1150
$0 ﹤0.01%
32
44 45
46
47 48