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
476
$253K 0.02%
6,623
+6,609
477
$253K 0.02%
29,841
-21,824
478
$252K 0.02%
2,767
-1,028
479
$251K 0.02%
3,349
-215
480
$250K 0.02%
2,597
-835
481
$250K 0.02%
1,222
-257
482
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2,176
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483
$250K 0.02%
10,867
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484
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5,511
-2,189
485
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6,506
-107
486
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2,528
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487
$245K 0.02%
53,900
-5,800
488
$244K 0.02%
2,585
+414
489
$243K 0.02%
3,160
-95
490
$243K 0.02%
1,488
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4,853
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492
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540
493
$240K 0.02%
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-378
494
$240K 0.02%
6,509
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495
$239K 0.02%
10,103
-4,765
496
$238K 0.02%
6,753
+200
497
$236K 0.02%
22,419
498
$236K 0.02%
4,146
+41
499
$235K 0.02%
4,948
+2,790
500
$235K 0.02%
4,155
+63
18 19
20
21 22