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
$1.21B
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$47.5M
2
+$38.3M
3
+$25.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$13.3M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$12.1M

Top Sells

1
+$986K
2
+$976K
3
+$863K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$837K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$754K

Sector Composition

1 Financials 6.74%
2 Technology 5.42%
3 Healthcare 3.8%
4 Industrials 3.28%
5 Consumer Discretionary 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$19K ﹤0.01%
413
+400
752
$19K ﹤0.01%
967
-3,292
753
$19K ﹤0.01%
2,588
754
$19K ﹤0.01%
3,882
755
$18K ﹤0.01%
318
756
$18K ﹤0.01%
133
+63
757
$18K ﹤0.01%
340
+70
758
$18K ﹤0.01%
263
+1
759
$18K ﹤0.01%
244
760
$17K ﹤0.01%
+750
761
$17K ﹤0.01%
+900
762
$17K ﹤0.01%
+1,100
763
$17K ﹤0.01%
+403
764
$17K ﹤0.01%
199
-37
765
$17K ﹤0.01%
724
-1,278
766
$17K ﹤0.01%
225
767
$17K ﹤0.01%
196
768
$17K ﹤0.01%
477
-160
769
$16K ﹤0.01%
422
+2
770
$16K ﹤0.01%
512
+160
771
$16K ﹤0.01%
+700
772
$16K ﹤0.01%
+150
773
$16K ﹤0.01%
100
+50
774
$16K ﹤0.01%
1,469
+779
775
$16K ﹤0.01%
+174
29 30
31
32 33