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
1176
– –
-250
1177
– –
-54
1178
– –
-297
1179
– –
-36
1180
– –
-28
1181
– –
-180
1182
– –
-3,668
1183
$0 ﹤0.01%
+2
1184
– –
-267
1185
$0 ﹤0.01%
2
1186
– –
-780
1187
– –
-180
1188
$0 ﹤0.01%
7
1189
$0 ﹤0.01%
5
1190
$0 ﹤0.01%
5
1191
– –
-4,592
1192
– –
-5,810
1193
– –
-90
1194
– –
-124
1195
– –
-12
1196
– –
-69
1197
– –
-32
1198
$0 ﹤0.01%
5
44 45 46 47
48