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
551
$74K 0.01%
2,852
552
$74K 0.01%
1,850
553
$73K 0.01%
1,040
+4
554
$73K 0.01%
1,300
555
$73K 0.01%
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556
$72K 0.01%
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557
$72K 0.01%
3,832
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558
$72K 0.01%
578
559
$70K 0.01%
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560
$70K 0.01%
+1,487
561
$69K 0.01%
2,616
562
$69K 0.01%
615
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563
$69K 0.01%
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564
$68K 0.01%
310
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565
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500
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566
$68K 0.01%
420
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567
$68K 0.01%
1,000
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568
$67K 0.01%
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569
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570
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571
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1,408
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527
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$64K 0.01%
2,798
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574
$64K 0.01%
305
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575
$64K 0.01%
5,000
+1,000
21 22
23
24 25