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
776
$47K ﹤0.01%
1,365
777
$46.9K ﹤0.01%
558
778
$46.8K ﹤0.01%
354
-62
779
$46.5K ﹤0.01%
419
-3,890
780
$46.4K ﹤0.01%
13,000
781
$46.3K ﹤0.01%
4,293
+32
782
$46.2K ﹤0.01%
4,995
+61
783
$46.2K ﹤0.01%
678
+2
784
$45.7K ﹤0.01%
195
-3
785
$45.6K ﹤0.01%
803
786
$45.4K ﹤0.01%
1,631
787
$45.1K ﹤0.01%
3,620
+10
788
$44.9K ﹤0.01%
4,504
789
$44.8K ﹤0.01%
3,172
+61
790
$44.5K ﹤0.01%
809
791
$44.5K ﹤0.01%
1,424
792
$44.4K ﹤0.01%
1,908
-2
793
$44.1K ﹤0.01%
1,096
794
$43.9K ﹤0.01%
297
795
$43.6K ﹤0.01%
475
-85
796
$43.6K ﹤0.01%
439
-32
797
$43.2K ﹤0.01%
477
+2
798
$43.1K ﹤0.01%
992
+138
799
$43.1K ﹤0.01%
1,160
-2,567
800
$43.1K ﹤0.01%
862
30 31
32
33 34