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
676
$77.9K 0.01%
+2,960
677
$77.3K 0.01%
1,503
+56
678
$76.3K 0.01%
29,000
679
$75.6K ﹤0.01%
7,806
+2,367
680
$75.4K ﹤0.01%
970
681
$74.6K ﹤0.01%
5,000
682
$74.5K ﹤0.01%
4,199
-303
683
$73.9K ﹤0.01%
1,288
+935
684
$73.4K ﹤0.01%
432
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685
$72.8K ﹤0.01%
2,696
-133
686
$72.8K ﹤0.01%
2,539
687
$72.7K ﹤0.01%
622
+402
688
$72.6K ﹤0.01%
+1,000
689
$72.5K ﹤0.01%
5,329
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690
$72.1K ﹤0.01%
1,507
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691
$72.1K ﹤0.01%
1,536
692
$72K ﹤0.01%
316
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693
$71.4K ﹤0.01%
810
+1
694
$71K ﹤0.01%
3,256
-1,761
695
$70.6K ﹤0.01%
917
696
$70.4K ﹤0.01%
2,150
697
$69.5K ﹤0.01%
9,230
-1,085
698
$68.8K ﹤0.01%
615
-43
699
$68.6K ﹤0.01%
3,824
-293
700
$68.3K ﹤0.01%
1,385
+635
26 27
28
29 30