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
801
$42.8K ﹤0.01%
1,603
+44
802
$42.6K ﹤0.01%
93
803
$42.1K ﹤0.01%
435
+13
804
$41.9K ﹤0.01%
1,631
+14
805
$41.9K ﹤0.01%
2,225
806
$41.9K ﹤0.01%
500
+4
807
$41.4K ﹤0.01%
380
-43
808
$41K ﹤0.01%
2,065
809
$40.8K ﹤0.01%
3,798
+35
810
$40.8K ﹤0.01%
5,000
811
$40.1K ﹤0.01%
412
+20
812
$40K ﹤0.01%
4,122
+46
813
$40K ﹤0.01%
6,361
+45
814
$39.7K ﹤0.01%
1,202
815
$39.7K ﹤0.01%
980
-40
816
$39.6K ﹤0.01%
428
817
$39.5K ﹤0.01%
750
818
$39.3K ﹤0.01%
3,700
819
$39.1K ﹤0.01%
5,706
+4
820
$38.8K ﹤0.01%
1,109
+133
821
$38.5K ﹤0.01%
1,932
822
$38K ﹤0.01%
130
823
$37.5K ﹤0.01%
483
824
$37.4K ﹤0.01%
+1,300
825
$37.3K ﹤0.01%
27
31 32
33
34 35