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
776
$1K ﹤0.01%
+12
777
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+15
778
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+14
779
$1K ﹤0.01%
25
780
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+5
781
$1K ﹤0.01%
8
-1,517
782
$1K ﹤0.01%
+26
783
$1K ﹤0.01%
+2
784
$1K ﹤0.01%
+68
785
$1K ﹤0.01%
+12
786
$1K ﹤0.01%
+21
787
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+52
788
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+13
789
$1K ﹤0.01%
+10
790
$1K ﹤0.01%
+9
791
$1K ﹤0.01%
+74
792
$1K ﹤0.01%
+12
793
$1K ﹤0.01%
+57
794
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+15
795
$1K ﹤0.01%
+5
796
$1K ﹤0.01%
29
-7,999
797
$1K ﹤0.01%
+8
798
$1K ﹤0.01%
50
799
$1K ﹤0.01%
+12
800
$1K ﹤0.01%
+15
30 31
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