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
651
$37K ﹤0.01%
3,974
+53
652
$37K ﹤0.01%
+567
653
$36K ﹤0.01%
3,487
+40
654
$36K ﹤0.01%
1,296
-1,277
655
$36K ﹤0.01%
355
-481
656
$36K ﹤0.01%
427
+2
657
$36K ﹤0.01%
+1,119
658
$35K ﹤0.01%
+1,011
659
$35K ﹤0.01%
494
660
$34K ﹤0.01%
578
661
$34K ﹤0.01%
2,639
662
$34K ﹤0.01%
735
663
$34K ﹤0.01%
385
+9
664
$33K ﹤0.01%
547
665
$33K ﹤0.01%
663
+592
666
$33K ﹤0.01%
5,492
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667
$33K ﹤0.01%
750
668
$33K ﹤0.01%
2,084
+44
669
$33K ﹤0.01%
767
670
$33K ﹤0.01%
542
+142
671
$32K ﹤0.01%
2,000
672
$31K ﹤0.01%
552
-987
673
$31K ﹤0.01%
1,120
674
$31K ﹤0.01%
401
+98
675
$31K ﹤0.01%
16,500
25 26
27
28 29