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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
901
– –
-1,000
902
– –
-48
903
$0 ﹤0.01%
+20
904
– –
-1,680
905
– –
-25
906
$0 ﹤0.01%
3
907
– –
-7,580
908
$0 ﹤0.01%
7
909
– –
-1,610
910
– –
-50
911
$0 ﹤0.01%
14
912
– –
0
913
– –
-8,680
914
– –
-100
915
$0 ﹤0.01%
+14
916
$0 ﹤0.01%
4
-4
917
$0 ﹤0.01%
6
918
– –
-50
919
$0 ﹤0.01%
29
920
– –
-3,559
921
$0 ﹤0.01%
2
922
– –
-100
923
– –
0
33 34 35 36
37