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
626
$101K 0.01%
1,056
-292
627
$101K 0.01%
1,000
+110
628
$100K 0.01%
1,934
-57
629
$98.9K 0.01%
2,120
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630
$98.6K 0.01%
567
+1
631
$98.2K 0.01%
1,038
632
$98.1K 0.01%
402
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633
$97.6K 0.01%
3,310
634
$97.5K 0.01%
3,949
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635
$97.1K 0.01%
3,366
+1
636
$96.4K 0.01%
2,360
-314
637
$96.2K 0.01%
2,698
638
$95.8K 0.01%
2,103
-18
639
$94.8K 0.01%
120
+50
640
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641
$94.3K 0.01%
2,952
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642
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572
643
$94K 0.01%
2,100
644
$93.6K 0.01%
658
645
$93.4K 0.01%
2,098
-212
646
$92K 0.01%
1,053
+4
647
$91.5K 0.01%
2,712
-576
648
$91K 0.01%
1,120
649
$89.6K 0.01%
2,607
+169
650
$88.3K 0.01%
2,081
+241
24 25
26
27 28