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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
$624M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
923
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.76M
3
+$2.23M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.88M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.81M

Top Sells

1
+$3.77M
2
+$3.71M
3
+$2.03M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.93M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.84M

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
701
$3K ﹤0.01%
72
702
$3K ﹤0.01%
54
703
$3K ﹤0.01%
278
704
$3K ﹤0.01%
+23
705
$3K ﹤0.01%
107
+87
706
$3K ﹤0.01%
100
707
$2K ﹤0.01%
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708
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34
709
$2K ﹤0.01%
10
-782
710
$2K ﹤0.01%
+225
711
$2K ﹤0.01%
25
712
$2K ﹤0.01%
2
713
$2K ﹤0.01%
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714
$2K ﹤0.01%
60
715
$2K ﹤0.01%
11
716
$2K ﹤0.01%
13
717
$2K ﹤0.01%
7
718
$2K ﹤0.01%
32
719
$2K ﹤0.01%
+33
720
$2K ﹤0.01%
100
-100
721
$2K ﹤0.01%
10
722
$2K ﹤0.01%
57
723
$2K ﹤0.01%
51
724
$2K ﹤0.01%
44
725
$2K ﹤0.01%
40
27 28
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30 31