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
$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
851
– –
-6,400
852
– –
-300
853
– –
-2,720
854
– –
-23
855
– –
-4,239
856
– –
-719
857
$0 ﹤0.01%
+14
858
– –
-1,435
859
– –
-600
860
– –
-1,700
861
$0 ﹤0.01%
+18
862
– –
-12,230
863
– –
-3,030
864
– –
-1,100
865
$0 ﹤0.01%
8
-38
866
– –
-14,461
867
– –
-1,900
868
– –
-2
869
– –
-2,413
870
$0 ﹤0.01%
+22
871
– –
0
872
$0 ﹤0.01%
40
873
– –
-40
874
$0 ﹤0.01%
25
875
– –
-600
32 33 34
35
36