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
426
$340K 0.02%
4,274
+213
427
$338K 0.02%
3,857
-14
428
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+1,719
429
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2,999
-2,277
430
$334K 0.02%
5,108
-1,104
431
$331K 0.02%
+4,793
432
$328K 0.02%
9,626
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433
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+3,549
434
$327K 0.02%
3,273
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435
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16,280
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436
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1,300
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437
$318K 0.02%
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438
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439
$310K 0.02%
8,582
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440
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6,495
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441
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443
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2,269
444
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445
$304K 0.02%
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446
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4,313
-487
447
$299K 0.02%
1,389
+26
448
$296K 0.02%
3,918
-342
449
$296K 0.02%
+4,394
450
$296K 0.02%
4,722
-1,839
16 17
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