AWM

Avior Wealth Management Portfolio holdings

AUM $3.1B
1-Year Est. Return 14.74%
This Quarter Est. Return
1 Year Est. Return
+14.74%
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
501
$25K ﹤0.01%
1,000
502
$25K ﹤0.01%
+400
503
$24K ﹤0.01%
934
+180
504
$24K ﹤0.01%
+454
505
$24K ﹤0.01%
824
506
$23K ﹤0.01%
305
507
$23K ﹤0.01%
+100
508
$23K ﹤0.01%
395
+1
509
$23K ﹤0.01%
586
+1
510
$23K ﹤0.01%
+422
511
$23K ﹤0.01%
87
512
$23K ﹤0.01%
133
513
$23K ﹤0.01%
774
514
$23K ﹤0.01%
717
-6,493
515
$22K ﹤0.01%
100
516
$21K ﹤0.01%
394
+92
517
$21K ﹤0.01%
+100
518
$20K ﹤0.01%
21
+5
519
$20K ﹤0.01%
435
-4,535
520
$20K ﹤0.01%
+375
521
$20K ﹤0.01%
199
522
$20K ﹤0.01%
364
+1
523
$20K ﹤0.01%
165
524
$20K ﹤0.01%
346
525
$20K ﹤0.01%
197
+2
19 20
21
22 23