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
$1.21B
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$47.5M
2
+$38.3M
3
+$25.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$13.3M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$12.1M

Top Sells

1
+$986K
2
+$976K
3
+$863K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$837K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$754K

Sector Composition

1 Financials 6.74%
2 Technology 5.42%
3 Healthcare 3.8%
4 Industrials 3.28%
5 Consumer Discretionary 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$268K 0.02%
647
+15
402
$268K 0.02%
4,023
+50
403
$266K 0.02%
4,040
-3,115
404
$266K 0.02%
1,708
405
$264K 0.02%
4,907
+105
406
$264K 0.02%
2,758
+21
407
$264K 0.02%
5,576
+2,953
408
$262K 0.02%
5,437
+40
409
$261K 0.02%
441
410
$260K 0.02%
2,545
-20
411
$260K 0.02%
2,635
+450
412
$260K 0.02%
2,635
+537
413
$259K 0.02%
1,133
+7
414
$257K 0.02%
2,358
415
$255K 0.02%
2,510
+65
416
$255K 0.02%
1,443
+254
417
$255K 0.02%
5,228
418
$251K 0.02%
3,103
+4
419
$249K 0.02%
2,835
+239
420
$247K 0.02%
10,404
421
$246K 0.02%
+20,401
422
$243K 0.02%
3,066
+2,496
423
$241K 0.02%
7,896
424
$240K 0.02%
6,228
-2,537
425
$240K 0.02%
993
15 16
17
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