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
576
$63K 0.01%
2,999
+683
577
$62K 0.01%
822
578
$62K 0.01%
1,177
+833
579
$62K 0.01%
+2,539
580
$61K 0.01%
413
+1
581
$61K 0.01%
1,544
-11
582
$59K ﹤0.01%
1,016
583
$59K ﹤0.01%
970
584
$59K ﹤0.01%
2,150
585
$57K ﹤0.01%
1,425
586
$57K ﹤0.01%
453
587
$57K ﹤0.01%
1,538
-5
588
$55K ﹤0.01%
1,721
589
$55K ﹤0.01%
3,155
+1,292
590
$54K ﹤0.01%
1,246
-2,716
591
$54K ﹤0.01%
734
592
$54K ﹤0.01%
520
593
$53K ﹤0.01%
804
+21
594
$53K ﹤0.01%
193
-1,289
595
$53K ﹤0.01%
752
+692
596
$53K ﹤0.01%
721
-28
597
$52K ﹤0.01%
408
-27
598
$52K ﹤0.01%
+1,359
599
$52K ﹤0.01%
1,335
+200
600
$51K ﹤0.01%
2,225
22 23
24
25 26