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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
776
$1K ﹤0.01%
18
+1
777
$1K ﹤0.01%
30
778
– –
-1,500
779
– –
-57
780
– –
-250
781
$0 ﹤0.01%
1
782
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783
– –
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784
$0 ﹤0.01%
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785
$0 ﹤0.01%
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786
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-79
787
$0 ﹤0.01%
30
+1
788
$0 ﹤0.01%
+2
789
– –
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790
– –
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791
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792
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-757
793
$0 ﹤0.01%
10
-10
794
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795
$0 ﹤0.01%
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796
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797
$0 ﹤0.01%
4
798
$0 ﹤0.01%
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$0 ﹤0.01%
21
800
$0 ﹤0.01%
10
30 31
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