AWM

Avior Wealth Management Portfolio holdings

AUM $3.53B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
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
+$13.4M
2
+$10.2M
3
+$9.53M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$7.33M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$6.63M

Top Sells

1
+$6.58M
2
+$557K
3
+$455K
4
CAT icon
Caterpillar
CAT
+$417K
5
BMI icon
Badger Meter
BMI
+$412K

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
701
$3K ﹤0.01%
+40
702
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+770
703
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35
+15
704
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31
705
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54
706
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707
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708
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+349
709
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2
710
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711
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715
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716
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+12
717
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718
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719
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720
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13
-1,677
721
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+7
722
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32
723
$2K ﹤0.01%
+70
724
$2K ﹤0.01%
+7
725
$2K ﹤0.01%
110
27 28
29
30 31