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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
1201
$0 ﹤0.01%
1
1202
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1203
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13
1204
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1205
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1207
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+10
1208
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1210
$0 ﹤0.01%
37
1211
– –
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1212
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3
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$0 ﹤0.01%
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1214
– –
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1215
$0 ﹤0.01%
20
-154
1216
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1217
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-160
1218
$0 ﹤0.01%
+1
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+27
1220
$0 ﹤0.01%
7
1221
– –
-670
1222
$0 ﹤0.01%
+7
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– –
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10
1225
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29
47 48
49
50 51