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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
826
– –
0
827
– –
-102
828
$0 ﹤0.01%
7
-2,228
829
– –
-100
830
– –
-10,389
831
$0 ﹤0.01%
6
832
$0 ﹤0.01%
524
833
– –
-15,510
834
$0 ﹤0.01%
36
835
– –
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836
$0 ﹤0.01%
3
837
$0 ﹤0.01%
17
838
$0 ﹤0.01%
10
839
$0 ﹤0.01%
6
840
– –
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841
– –
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842
$0 ﹤0.01%
9
843
$0 ﹤0.01%
40
844
– –
-400
845
– –
-500
846
$0 ﹤0.01%
12
847
$0 ﹤0.01%
26
848
$0 ﹤0.01%
35
849
$0 ﹤0.01%
14
850
$0 ﹤0.01%
25
32 33
34
35 36