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
676
$31K ﹤0.01%
4,347
677
$31K ﹤0.01%
29,000
678
$31K ﹤0.01%
942
679
$31K ﹤0.01%
1,518
+841
680
$31K ﹤0.01%
651
-136
681
$30K ﹤0.01%
1,000
+250
682
$30K ﹤0.01%
346
683
$30K ﹤0.01%
432
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684
$30K ﹤0.01%
520
-86
685
$29K ﹤0.01%
+2,000
686
$29K ﹤0.01%
+206
687
$29K ﹤0.01%
435
688
$29K ﹤0.01%
+5,306
689
$29K ﹤0.01%
1,589
+435
690
$29K ﹤0.01%
1,164
691
$29K ﹤0.01%
27
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692
$28K ﹤0.01%
316
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693
$28K ﹤0.01%
99
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694
$28K ﹤0.01%
200
695
$28K ﹤0.01%
275
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696
$28K ﹤0.01%
+107
697
$27K ﹤0.01%
1,000
698
$27K ﹤0.01%
1,022
+922
699
$27K ﹤0.01%
519
700
$27K ﹤0.01%
405
+400
26 27
28
29 30