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
651
$87.9K 0.01%
2,331
-1,729
652
$87.7K 0.01%
2,875
+263
653
$87.4K 0.01%
1,850
-167
654
$86K 0.01%
4,054
-7,992
655
$85.8K 0.01%
1,229
+203
656
$85.8K 0.01%
1,050
657
$85K 0.01%
2,149
+1
658
$84.8K 0.01%
37,521
+2,472
659
$84K 0.01%
782
-209
660
$83.4K 0.01%
1,016
661
$83.4K 0.01%
2,983
+287
662
$82.6K 0.01%
2,800
663
$82.2K 0.01%
171
-11
664
$82.1K 0.01%
1,010
-13
665
$82K 0.01%
2,616
666
$81.6K 0.01%
+700
667
$81.1K 0.01%
391
668
$80.6K 0.01%
3,073
+12
669
$80.5K 0.01%
482
670
$80.3K 0.01%
1,760
671
$79.7K 0.01%
10,175
672
$79.1K 0.01%
70,000
673
$79K 0.01%
882
674
$78.9K 0.01%
1,007
+4
675
$78.6K 0.01%
2,155
+2,000
25 26
27
28 29