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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
$1.21B
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$43M
3
+$25.8M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$14.9M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$13.4M

Top Sells

1
+$1.08M
2
+$1.06M
3
+$1M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$904K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$837K

Sector Composition

1 Financials 6.74%
2 Technology 5.42%
3 Healthcare 3.8%
4 Industrials 3.3%
5 Consumer Discretionary 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$2K ﹤0.01%
31
-2,566
1027
$2K ﹤0.01%
100
1028
$2K ﹤0.01%
600
1029
$2K ﹤0.01%
+125
1030
$2K ﹤0.01%
10
1031
$2K ﹤0.01%
94
1032
$2K ﹤0.01%
27
1033
$2K ﹤0.01%
61
1034
$2K ﹤0.01%
20
-1,761
1035
$2K ﹤0.01%
114
-26
1036
$2K ﹤0.01%
67
1037
$2K ﹤0.01%
42
1038
$2K ﹤0.01%
15
1039
$2K ﹤0.01%
+200
1040
$2K ﹤0.01%
+34
1041
$2K ﹤0.01%
200
-378
1042
$2K ﹤0.01%
61
+1
1043
$2K ﹤0.01%
30
1044
$2K ﹤0.01%
10
-43
1045
$2K ﹤0.01%
20
1046
$2K ﹤0.01%
244
+3
1047
$2K ﹤0.01%
44
+1
1048
$2K ﹤0.01%
258
+160
1049
$2K ﹤0.01%
104
1050
$2K ﹤0.01%
+40
40 41
42
43 44