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
201
$36K 0.02%
147
+1
202
$35K 0.02%
730
203
$34K 0.02%
2,500
204
$33K 0.02%
437
205
$33K 0.02%
1,565
206
$33K 0.02%
1,500
207
$32K 0.02%
1,544
+80
208
$31K 0.02%
+1,190
209
$31K 0.02%
621
210
$31K 0.02%
1,515
-30,111
211
$31K 0.02%
1,296
212
$30K 0.02%
1,200
213
$30K 0.02%
663
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214
$30K 0.02%
1,320
215
$30K 0.02%
36,160
+120
216
$30K 0.02%
394
217
$30K 0.02%
3,300
218
$29K 0.02%
225
219
$29K 0.02%
1,068
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220
$28K 0.02%
2,800
221
$28K 0.02%
1,649
-901
222
$28K 0.02%
300
223
$28K 0.02%
717
+9
224
$27K 0.01%
+800
225
$27K 0.01%
+450
7 8
9
10 11