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
476
$163K 0.01%
5,723
+834
477
$160K 0.01%
2,580
-12,166
478
$160K 0.01%
1,866
+17
479
$157K 0.01%
3,494
+1
480
$156K 0.01%
2,365
481
$155K 0.01%
948
+154
482
$154K 0.01%
6,889
-2,075
483
$153K 0.01%
5,000
+100
484
$149K 0.01%
4,759
+6
485
$148K 0.01%
4,026
+867
486
$148K 0.01%
6,960
487
$148K 0.01%
3,898
+125
488
$147K 0.01%
18,315
489
$146K 0.01%
1,261
490
$145K 0.01%
3,440
491
$139K 0.01%
1,661
+295
492
$139K 0.01%
1,835
493
$137K 0.01%
637
+1
494
$137K 0.01%
+11,094
495
$134K 0.01%
4,102
+3,760
496
$133K 0.01%
5,630
-34
497
$133K 0.01%
+4,000
498
$132K 0.01%
330
-255
499
$132K 0.01%
5,212
-12
500
$131K 0.01%
1,640
+5
18 19
20
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