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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
1126
– –
-612
1127
$0 ﹤0.01%
+15
1128
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0
1129
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14
1130
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1131
$0 ﹤0.01%
2
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$0 ﹤0.01%
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1133
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+2
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$0 ﹤0.01%
+1
1137
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0
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– –
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$0 ﹤0.01%
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1141
$0 ﹤0.01%
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$0 ﹤0.01%
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1143
$0 ﹤0.01%
+4
1144
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1145
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1147
$0 ﹤0.01%
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-253
1148
– –
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$0 ﹤0.01%
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2
44 45
46
47 48