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
$558M
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
883
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.3M
3
+$9.8M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$7.47M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$7.02M

Top Sells

1
+$6.54M
2
+$557K
3
+$444K
4
CAT icon
Caterpillar
CAT
+$399K
5
TDG icon
TransDigm Group
TDG
+$389K

Sector Composition

1 Financials 8.62%
2 Technology 6.68%
3 Healthcare 6.06%
4 Industrials 5.54%
5 Consumer Discretionary 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$50K 0.01%
790
+20
452
$49K 0.01%
1,194
+461
453
$47K 0.01%
1,535
+35
454
$47K 0.01%
543
455
$44K 0.01%
+1,350
456
$44K 0.01%
675
+72
457
$43K 0.01%
1,612
+225
458
$43K 0.01%
285
-1,885
459
$43K 0.01%
1,297
460
$42K 0.01%
1,415
+229
461
$42K 0.01%
394
462
$41K 0.01%
+2,000
463
$41K 0.01%
6,701
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464
$40K 0.01%
576
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465
$40K 0.01%
+1,700
466
$40K 0.01%
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467
$39K 0.01%
+2,880
468
$39K 0.01%
225
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469
$39K 0.01%
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470
$39K 0.01%
+714
471
$38K 0.01%
3,578
472
$38K 0.01%
995
473
$38K 0.01%
104
-352
474
$38K 0.01%
1,954
+1,917
475
$38K 0.01%
235
17 18
19
20 21