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
701
$67.7K ﹤0.01%
3,600
-5,569
702
$67.5K ﹤0.01%
960
+80
703
$67.4K ﹤0.01%
2,442
-181
704
$67K ﹤0.01%
1,293
705
$66.6K ﹤0.01%
1,103
+145
706
$65.9K ﹤0.01%
743
707
$65.9K ﹤0.01%
1,518
-35
708
$65K ﹤0.01%
1,425
-40
709
$64.3K ﹤0.01%
1,176
710
$63.5K ﹤0.01%
480
-67
711
$63.5K ﹤0.01%
1,538
712
$63K ﹤0.01%
+1,950
713
$62.6K ﹤0.01%
1,000
714
$62.4K ﹤0.01%
519
-55
715
$62.3K ﹤0.01%
3,984
-14,579
716
$62K ﹤0.01%
2,154
-2,031
717
$62K ﹤0.01%
995
718
$62K ﹤0.01%
162
+14
719
$61.9K ﹤0.01%
1,358
-128
720
$61.8K ﹤0.01%
1,177
721
$61.5K ﹤0.01%
2,018
+20
722
$60.2K ﹤0.01%
1,214
+13
723
$59.7K ﹤0.01%
235
-50
724
$59.5K ﹤0.01%
1,085
725
$59.4K ﹤0.01%
22
+17
27 28
29
30 31