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AWM

Avior Wealth Management Portfolio holdings

AUM $3.53B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$624M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
923
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.76M
3
+$2.23M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.88M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.81M

Top Sells

1
+$3.77M
2
+$3.71M
3
+$2.03M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.93M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.84M

Sector Composition

1 Financials 8.78%
2 Technology 7.17%
3 Healthcare 5.71%
4 Industrials 5.41%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$15K ﹤0.01%
810
+240
552
$15K ﹤0.01%
+600
553
$15K ﹤0.01%
650
554
$15K ﹤0.01%
1,200
555
$15K ﹤0.01%
309
+239
556
$15K ﹤0.01%
291
-167
557
$15K ﹤0.01%
+300
558
$15K ﹤0.01%
313
559
$15K ﹤0.01%
150
560
$15K ﹤0.01%
580
561
$15K ﹤0.01%
600
562
$15K ﹤0.01%
+600
563
$15K ﹤0.01%
+650
564
$15K ﹤0.01%
500
565
$15K ﹤0.01%
540
-1,500
566
$14K ﹤0.01%
129
+105
567
$14K ﹤0.01%
+600
568
$14K ﹤0.01%
+1,060
569
$14K ﹤0.01%
123
570
$14K ﹤0.01%
660
571
$14K ﹤0.01%
+250
572
$13K ﹤0.01%
161
+90
573
$13K ﹤0.01%
325
+100
574
$13K ﹤0.01%
1,100
-400
575
$13K ﹤0.01%
330
21 22
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