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
$1.48B
AUM Growth
-$58.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,710
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.86M
3
+$1.31M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.15M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.04M

Top Sells

1
+$2.67M
2
+$2.24M
3
+$1.83M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.3M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.3M

Sector Composition

1 Technology 6.91%
2 Financials 6.51%
3 Healthcare 3.86%
4 Industrials 3.18%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
– –
-539
1677
– –
-2,956
1678
– –
-348
1679
– –
0
1680
– –
-1,519
1681
– –
0
1682
– –
0
1683
– –
-27
1684
– –
-3,000
1685
– –
-6,108
1686
– –
-332
1687
– –
0
1688
– –
-20
1689
– –
-1,300
1690
– –
-1
1691
– –
-105
1692
– –
-3,885
1693
$0 ﹤0.01%
+1
1694
– –
0
1695
– –
-3,062
1696
– –
-200
1697
– –
-3
1698
– –
-70
1699
– –
-750
1700
– –
0
65 66 67
68
69