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
551
$176K 0.01%
17,150
552
$176K 0.01%
5,250
+250
553
$175K 0.01%
364
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554
$174K 0.01%
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-145
555
$172K 0.01%
8,117
-2,899
556
$172K 0.01%
1,666
-330
557
$170K 0.01%
1,761
+100
558
$170K 0.01%
2,402
-2,028
559
$168K 0.01%
13,346
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560
$167K 0.01%
9,157
-1,310
561
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562
$166K 0.01%
14,676
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563
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4,206
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564
$165K 0.01%
4,241
-22
565
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566
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$160K 0.01%
1,641
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569
$160K 0.01%
4,521
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570
$158K 0.01%
1,377
+24
571
$158K 0.01%
2,630
-2,105
572
$155K 0.01%
1,825
573
$154K 0.01%
7,829
574
$152K 0.01%
4,019
575
$152K 0.01%
876
+2
21 22
23
24 25