AWM

Avior Wealth Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
726
$2K ﹤0.01%
+12
727
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+50
728
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+1
729
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+12
730
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+60
731
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732
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+20
733
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+118
734
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+75
735
$2K ﹤0.01%
13
-1,677
736
$2K ﹤0.01%
10
737
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57
738
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43
+18
739
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+44
740
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+17
741
$2K ﹤0.01%
+36
742
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250
743
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+19
744
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+53
745
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60
746
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13
747
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+26
748
$2K ﹤0.01%
102
749
$2K ﹤0.01%
1
750
$2K ﹤0.01%
81
28 29
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