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
451
$287K 0.02%
+3,769
452
$285K 0.02%
731
-154
453
$284K 0.02%
4,961
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454
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4,171
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455
$284K 0.02%
8,258
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456
$282K 0.02%
31,342
-1,098
457
$282K 0.02%
4,741
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$282K 0.02%
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-5,680
459
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1,458
-294
460
$280K 0.02%
11,998
+2,285
461
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-821
462
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463
$277K 0.02%
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464
$275K 0.02%
6,377
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465
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468
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592
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402
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$262K 0.02%
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471
$262K 0.02%
535
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$259K 0.02%
779
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473
$258K 0.02%
201
-24
474
$257K 0.02%
1,400
-306
475
$256K 0.02%
2,535
17 18
19
20 21