AWM

Avior Wealth Management Portfolio holdings

AUM $3.1B
1-Year Est. Return 14.74%
This Quarter Est. Return
1 Year Est. Return
+14.74%
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
+$5.29M
2
+$3.89M
3
+$2.17M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.96M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.81M

Top Sells

1
+$3.9M
2
+$3.88M
3
+$2.16M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.03M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.88M

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
601
$10K ﹤0.01%
+157
602
$10K ﹤0.01%
50
603
$10K ﹤0.01%
1,770
604
$10K ﹤0.01%
400
605
$10K ﹤0.01%
545
+460
606
$9K ﹤0.01%
47
+37
607
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134
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608
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225
+5
609
$9K ﹤0.01%
550
610
$9K ﹤0.01%
25
+20
611
$9K ﹤0.01%
156
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612
$9K ﹤0.01%
95
+1
613
$9K ﹤0.01%
+233
614
$9K ﹤0.01%
380
615
$9K ﹤0.01%
107
616
$9K ﹤0.01%
157
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617
$9K ﹤0.01%
201
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618
$8K ﹤0.01%
100
619
$8K ﹤0.01%
179
620
$8K ﹤0.01%
+246
621
$8K ﹤0.01%
100
622
$8K ﹤0.01%
44
+37
623
$8K ﹤0.01%
50
624
$8K ﹤0.01%
222
+180
625
$8K ﹤0.01%
243
23 24
25
26 27