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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
1126
$0 ﹤0.01%
2
1127
– –
-2,800
1128
$0 ﹤0.01%
+2
1129
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-48
1130
– –
-4,762
1131
– –
-8,800
1132
$0 ﹤0.01%
+40
1133
$0 ﹤0.01%
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1136
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1138
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3
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-800
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+3
1143
$0 ﹤0.01%
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1144
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1145
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1146
$0 ﹤0.01%
4
1147
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3
1148
$0 ﹤0.01%
2
1149
– –
0
1150
– –
-20
44 45
46
47 48