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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
1076
$1K ﹤0.01%
80
1077
$1K ﹤0.01%
8
1078
$1K ﹤0.01%
303
1079
$1K ﹤0.01%
283
+7
1080
$1K ﹤0.01%
36
1081
$1K ﹤0.01%
245
1082
$1K ﹤0.01%
14
1083
$1K ﹤0.01%
31
1084
$1K ﹤0.01%
62
1085
$1K ﹤0.01%
3
1086
$1K ﹤0.01%
7
+6
1087
$1K ﹤0.01%
528
+7
1088
$1K ﹤0.01%
54
-109
1089
$1K ﹤0.01%
90
1090
$1K ﹤0.01%
41
+18
1091
$1K ﹤0.01%
100
1092
$1K ﹤0.01%
16
1093
$1K ﹤0.01%
88
1094
$1K ﹤0.01%
+60
1095
$1K ﹤0.01%
50
1096
$1K ﹤0.01%
100
1097
$1K ﹤0.01%
+164
1098
$1K ﹤0.01%
+144
1099
$1K ﹤0.01%
12
1100
$1K ﹤0.01%
69
42 43
44
45 46