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
726
$57.9K ﹤0.01%
2,117
+17
727
$57.9K ﹤0.01%
2,118
-5,978
728
$57.9K ﹤0.01%
2,000
729
$57.4K ﹤0.01%
531
730
$57.1K ﹤0.01%
623
-1,043
731
$56.9K ﹤0.01%
3,217
+62
732
$56.8K ﹤0.01%
548
+39
733
$56.8K ﹤0.01%
792
+1
734
$56.7K ﹤0.01%
+600
735
$56.2K ﹤0.01%
287
736
$55.7K ﹤0.01%
3,437
+34
737
$55.6K ﹤0.01%
1,500
738
$55.4K ﹤0.01%
1,000
739
$55.4K ﹤0.01%
248
+35
740
$55.4K ﹤0.01%
1,500
741
$55.1K ﹤0.01%
805
742
$54.4K ﹤0.01%
331
+56
743
$54.1K ﹤0.01%
786
744
$53.8K ﹤0.01%
318
-84
745
$53.7K ﹤0.01%
616
-14
746
$53.6K ﹤0.01%
+4,109
747
$53.1K ﹤0.01%
3,928
+126
748
$52.9K ﹤0.01%
2,285
-325
749
$52.8K ﹤0.01%
6,732
750
$52.2K ﹤0.01%
420
28 29
30
31 32