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
826
$12K ﹤0.01%
149
-17
827
$12K ﹤0.01%
365
+1
828
$12K ﹤0.01%
85
+1
829
$12K ﹤0.01%
+1,522
830
$12K ﹤0.01%
518
+159
831
$12K ﹤0.01%
289
-713
832
$11K ﹤0.01%
733
+34
833
$11K ﹤0.01%
+880
834
$11K ﹤0.01%
1,705
+349
835
$11K ﹤0.01%
+125
836
$11K ﹤0.01%
+109
837
$11K ﹤0.01%
867
+380
838
$11K ﹤0.01%
500
839
$11K ﹤0.01%
+1,067
840
$11K ﹤0.01%
100
841
$11K ﹤0.01%
+288
842
$11K ﹤0.01%
393
843
$11K ﹤0.01%
+350
844
$11K ﹤0.01%
115
845
$10K ﹤0.01%
+1,000
846
$10K ﹤0.01%
121
847
$10K ﹤0.01%
400
848
$10K ﹤0.01%
203
+2
849
$10K ﹤0.01%
50
+45
850
$10K ﹤0.01%
137
-18
32 33
34
35 36