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
801
$0 ﹤0.01%
5
802
– –
-4,500
803
$0 ﹤0.01%
12
804
$0 ﹤0.01%
+7
805
– –
0
806
$0 ﹤0.01%
52
807
– –
-100
808
– –
-100
809
$0 ﹤0.01%
3
810
– –
-2,350
811
$0 ﹤0.01%
9
812
– –
-100
813
– –
-277
814
$0 ﹤0.01%
12
815
$0 ﹤0.01%
18
816
$0 ﹤0.01%
13
817
$0 ﹤0.01%
18
818
– –
-50
819
$0 ﹤0.01%
14
820
$0 ﹤0.01%
7
821
$0 ﹤0.01%
7
822
$0 ﹤0.01%
22
823
– –
-100
824
$0 ﹤0.01%
55
825
– –
-2,900
31 32
33
34 35