We are live on ! Find out more
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
726
$2K ﹤0.01%
55
-27
727
$2K ﹤0.01%
53
728
$2K ﹤0.01%
60
729
$2K ﹤0.01%
5
730
$2K ﹤0.01%
25
731
$2K ﹤0.01%
277
732
$1K ﹤0.01%
20
733
$1K ﹤0.01%
30
734
$1K ﹤0.01%
29
735
$1K ﹤0.01%
19
736
$1K ﹤0.01%
8
737
$1K ﹤0.01%
12
738
$1K ﹤0.01%
31
-5,800
739
$1K ﹤0.01%
7
740
$1K ﹤0.01%
278
-145
741
$1K ﹤0.01%
50
742
$1K ﹤0.01%
12
743
$1K ﹤0.01%
20
744
$1K ﹤0.01%
118
745
$1K ﹤0.01%
15
746
$1K ﹤0.01%
+130
747
$1K ﹤0.01%
26
748
$1K ﹤0.01%
2
749
$1K ﹤0.01%
68
750
$1K ﹤0.01%
21
28 29
30
31 32