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
451
$200K 0.02%
5,770
-42
452
$198K 0.02%
+7,829
453
$198K 0.02%
1,228
+148
454
$198K 0.02%
2,522
+7
455
$192K 0.02%
4,079
-749
456
$190K 0.02%
1,186
+1
457
$188K 0.02%
8,096
458
$187K 0.02%
6,553
459
$187K 0.02%
10,381
-279
460
$185K 0.02%
+17,080
461
$184K 0.02%
2,269
462
$183K 0.02%
+18,150
463
$182K 0.02%
4,293
-84
464
$182K 0.02%
4,513
+93
465
$173K 0.01%
3,891
+2,580
466
$172K 0.01%
6,922
+1,521
467
$172K 0.01%
355
468
$172K 0.01%
+70,000
469
$167K 0.01%
5,033
470
$166K 0.01%
4,700
471
$166K 0.01%
6,108
+300
472
$165K 0.01%
13,466
473
$165K 0.01%
2,224
+273
474
$165K 0.01%
2,671
475
$164K 0.01%
1,060
-91
17 18
19
20 21