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
551
$16K ﹤0.01%
1,250
552
$16K ﹤0.01%
313
553
$16K ﹤0.01%
660
+30
554
$16K ﹤0.01%
137
+57
555
$16K ﹤0.01%
+500
556
$16K ﹤0.01%
670
557
$16K ﹤0.01%
138
+12
558
$15K ﹤0.01%
+650
559
$15K ﹤0.01%
+600
560
$15K ﹤0.01%
+549
561
$15K ﹤0.01%
134
+8
562
$14K ﹤0.01%
+310
563
$14K ﹤0.01%
53
-72
564
$14K ﹤0.01%
106
+56
565
$14K ﹤0.01%
+600
566
$14K ﹤0.01%
+930
567
$14K ﹤0.01%
446
568
$14K ﹤0.01%
+810
569
$13K ﹤0.01%
+300
570
$13K ﹤0.01%
229
571
$13K ﹤0.01%
189
572
$13K ﹤0.01%
150
573
$12K ﹤0.01%
+250
574
$12K ﹤0.01%
+656
575
$12K ﹤0.01%
+96
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