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
1001
$3K ﹤0.01%
539
1002
$3K ﹤0.01%
+60
1003
$3K ﹤0.01%
162
1004
$3K ﹤0.01%
26
1005
$3K ﹤0.01%
900
1006
$3K ﹤0.01%
293
1007
$3K ﹤0.01%
40
1008
$3K ﹤0.01%
+150
1009
$2K ﹤0.01%
50
1010
$2K ﹤0.01%
31
-2,566
1011
$2K ﹤0.01%
10
1012
$2K ﹤0.01%
1,315
1013
$2K ﹤0.01%
100
1014
$2K ﹤0.01%
600
1015
$2K ﹤0.01%
+240
1016
$2K ﹤0.01%
100
1017
$2K ﹤0.01%
46
1018
$2K ﹤0.01%
94
-2
1019
$2K ﹤0.01%
60
1020
$2K ﹤0.01%
12
+1
1021
$2K ﹤0.01%
+125
1022
$2K ﹤0.01%
10
1023
$2K ﹤0.01%
25
1024
$2K ﹤0.01%
1,113
1025
$2K ﹤0.01%
94
39 40
41
42 43