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
$1.21B
AUM Growth
-$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,285
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$4.8M
3
+$3.26M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.14M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.92M

Top Sells

1
+$19.3M
2
+$17.3M
3
+$16.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$10.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7M

Sector Composition

1 Financials 8.03%
2 Technology 7.73%
3 Healthcare 4.9%
4 Industrials 4.56%
5 Consumer Discretionary 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$0 ﹤0.01%
1
-813
1177
– –
-512
1178
$0 ﹤0.01%
+5
1179
– –
-600
1180
$0 ﹤0.01%
3
1181
– –
0
1182
– –
-2
1183
– –
-1
1184
– –
-1,000
1185
$0 ﹤0.01%
2
1186
$0 ﹤0.01%
14
-6
1187
$0 ﹤0.01%
1
-844
1188
$0 ﹤0.01%
2
1189
– –
0
1190
$0 ﹤0.01%
+1
1191
– –
-69
1192
$0 ﹤0.01%
9
-81
1193
$0 ﹤0.01%
2
1194
– –
-38
1195
– –
-12
1196
– –
-245
1197
– –
-3,076
1198
$0 ﹤0.01%
5
1199
$0 ﹤0.01%
+100
1200
$0 ﹤0.01%
1
46 47
48
49 50