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
601
$9K ﹤0.01%
50
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602
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+162
603
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+193
604
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100
605
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161
-4,836
606
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100
607
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116
608
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225
+5
609
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+100
610
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+550
611
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26
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50
614
$9K ﹤0.01%
+380
615
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107
+10
616
$8K ﹤0.01%
100
617
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148
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618
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619
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100
620
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95
+1
621
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92
-27
622
$8K ﹤0.01%
400
+345
623
$7K ﹤0.01%
120
624
$7K ﹤0.01%
+134
625
$7K ﹤0.01%
179
23 24
25
26 27