AWM

Avior Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 14.84%
This Quarter Est. Return
1 Year Est. Return
+14.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$524K
3
+$463K
4
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$438K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$355K

Top Sells

1
+$616K
2
+$403K
3
+$262K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$223K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$210K

Sector Composition

1 Financials 8.88%
2 Healthcare 6.43%
3 Technology 4.92%
4 Industrials 4.7%
5 Consumer Discretionary 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$51K 0.03%
2,594
-162
177
$50K 0.03%
574
+204
178
$49K 0.03%
2,500
179
$49K 0.03%
2,075
180
$49K 0.03%
3,059
181
$46K 0.03%
2,500
182
$45K 0.02%
1,050
183
$45K 0.02%
766
184
$45K 0.02%
886
185
$44K 0.02%
+1,852
186
$44K 0.02%
1,300
187
$43K 0.02%
442
188
$43K 0.02%
2,881
+1,517
189
$43K 0.02%
200
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190
$42K 0.02%
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191
$42K 0.02%
835
192
$40K 0.02%
3,500
193
$39K 0.02%
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194
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30
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195
$38K 0.02%
563
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196
$38K 0.02%
2,661
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197
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198
$38K 0.02%
300
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199
$37K 0.02%
1,094
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200
$36K 0.02%
812
-124
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