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
726
$2K ﹤0.01%
+12
727
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+60
728
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729
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730
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+118
731
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732
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13
-1,677
733
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734
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32
735
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+70
736
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737
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738
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10
739
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50
740
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57
741
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+51
742
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43
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743
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744
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+17
745
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+36
746
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5
-972
747
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25
748
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50
749
$2K ﹤0.01%
1
750
$2K ﹤0.01%
+40
28 29
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