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
701
$3K ﹤0.01%
+40
702
$3K ﹤0.01%
+69
703
$3K ﹤0.01%
152
704
$3K ﹤0.01%
+40
705
$3K ﹤0.01%
+770
706
$3K ﹤0.01%
100
707
$3K ﹤0.01%
100
708
$3K ﹤0.01%
35
+15
709
$3K ﹤0.01%
31
710
$3K ﹤0.01%
54
711
$3K ﹤0.01%
+28
712
$2K ﹤0.01%
250
713
$2K ﹤0.01%
+19
714
$2K ﹤0.01%
+53
715
$2K ﹤0.01%
60
716
$2K ﹤0.01%
+180
717
$2K ﹤0.01%
59
718
$2K ﹤0.01%
59
+1
719
$2K ﹤0.01%
13
720
$2K ﹤0.01%
+26
721
$2K ﹤0.01%
102
722
$2K ﹤0.01%
+8
723
$2K ﹤0.01%
+12
724
$2K ﹤0.01%
+50
725
$2K ﹤0.01%
+1
27 28
29
30 31