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
976
$3K ﹤0.01%
1,000
977
$3K ﹤0.01%
96
+2
978
$3K ﹤0.01%
25
979
$3K ﹤0.01%
+170
980
$3K ﹤0.01%
77
981
$3K ﹤0.01%
+56
982
$3K ﹤0.01%
123
983
$3K ﹤0.01%
243
+153
984
$3K ﹤0.01%
+491
985
$3K ﹤0.01%
132
-650
986
$3K ﹤0.01%
1,000
987
$3K ﹤0.01%
8
988
$3K ﹤0.01%
90
989
$3K ﹤0.01%
603
990
$3K ﹤0.01%
255
+190
991
$3K ﹤0.01%
88
992
$3K ﹤0.01%
+50
993
$3K ﹤0.01%
88
994
$3K ﹤0.01%
162
995
$3K ﹤0.01%
29
996
$3K ﹤0.01%
123
-40,415
997
$3K ﹤0.01%
130
998
$3K ﹤0.01%
60
999
$3K ﹤0.01%
69
1000
$3K ﹤0.01%
542
38 39
40
41 42