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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
$1.65B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$12.4M
3
+$10.4M
4
JAVA icon
JPMorgan Active Value ETF
JAVA
+$8.16M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$6.18M

Top Sells

1
+$15.5M
2
+$5.2M
3
+$3.93M
4
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$3.82M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.22M

Sector Composition

1 Technology 7.12%
2 Financials 6.36%
3 Healthcare 3.53%
4 Industrials 3.36%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-141
1602
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1603
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1604
– –
-50
1605
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-20
1606
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1607
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-10
1608
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0
1609
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1610
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-6
1611
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1612
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1613
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1614
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-240
1615
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-20
1616
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1617
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-2,730
1618
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1619
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1620
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1621
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-2,422
1622
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1623
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-37
1624
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1625
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63 64
65
66 67