AWM

Avior Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 14.84%
This Quarter Est. Return
1 Year Est. Return
+14.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,717
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$3.43M
3
+$3.32M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.11M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.06M

Top Sells

1
+$6.2M
2
+$5.75M
3
+$3.61M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.39M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.06M

Sector Composition

1 Technology 7.11%
2 Financials 6.33%
3 Healthcare 3.7%
4 Industrials 3.23%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$391K 0.03%
+12,036
402
$388K 0.03%
18,656
-33
403
$387K 0.03%
11,298
404
$385K 0.03%
7,478
+6
405
$385K 0.03%
3,550
-1,073
406
$384K 0.03%
1,331
-78
407
$382K 0.02%
+12,291
408
$381K 0.02%
1,519
+1,444
409
$379K 0.02%
10,727
-35
410
$376K 0.02%
6,296
+9
411
$374K 0.02%
6,008
+465
412
$373K 0.02%
6,580
+6,578
413
$372K 0.02%
3,563
-376
414
$370K 0.02%
+3,324
415
$368K 0.02%
2,792
-900
416
$366K 0.02%
9,625
-992
417
$365K 0.02%
17,836
418
$363K 0.02%
9,655
+1,082
419
$356K 0.02%
28,010
+643
420
$354K 0.02%
12,584
-2,446
421
$351K 0.02%
6,565
-1,239
422
$348K 0.02%
5,926
+766
423
$341K 0.02%
4,032
-374
424
$341K 0.02%
18,987
+13,541
425
$341K 0.02%
6,457
+35
15 16
17
18 19