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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
1126
$1K ﹤0.01%
13
1127
$1K ﹤0.01%
38
1128
– –
-357
1129
$0 ﹤0.01%
+13
1130
$0 ﹤0.01%
8
1131
– –
-450
1132
– –
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1133
$0 ﹤0.01%
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$0 ﹤0.01%
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1135
$0 ﹤0.01%
24
-70
1136
$0 ﹤0.01%
2
1137
– –
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1138
$0 ﹤0.01%
6
1139
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1140
$0 ﹤0.01%
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$0 ﹤0.01%
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1142
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1143
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25
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$0 ﹤0.01%
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1149
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-2
1150
$0 ﹤0.01%
+10
44 45
46
47 48