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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
1051
$2K ﹤0.01%
278
-235
1052
$2K ﹤0.01%
200
+100
1053
$2K ﹤0.01%
75
1054
$2K ﹤0.01%
108
-180
1055
$2K ﹤0.01%
+33
1056
$2K ﹤0.01%
56
-103
1057
$1K ﹤0.01%
19
1058
$1K ﹤0.01%
58
1059
$1K ﹤0.01%
10
-342
1060
$1K ﹤0.01%
117
+1
1061
$1K ﹤0.01%
203
1062
$1K ﹤0.01%
81
+3
1063
$1K ﹤0.01%
124
+24
1064
$1K ﹤0.01%
6
1065
$1K ﹤0.01%
75
1066
$1K ﹤0.01%
40
+10
1067
$1K ﹤0.01%
23
1068
$1K ﹤0.01%
3
1069
$1K ﹤0.01%
300
1070
$1K ﹤0.01%
57
1071
$1K ﹤0.01%
74
1072
$1K ﹤0.01%
+35
1073
$1K ﹤0.01%
50
+18
1074
$1K ﹤0.01%
147
+50
1075
$1K ﹤0.01%
65
41 42
43
44 45