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
826
$37.3K ﹤0.01%
292
+210
827
$37K ﹤0.01%
+1,195
828
$36.7K ﹤0.01%
439
829
$36.6K ﹤0.01%
452
+387
830
$36.2K ﹤0.01%
2,639
831
$36.2K ﹤0.01%
746
832
$36K ﹤0.01%
+1,222
833
$35.8K ﹤0.01%
1,166
+1
834
$35.8K ﹤0.01%
66
-9
835
$35.7K ﹤0.01%
1,410
836
$35.6K ﹤0.01%
470
837
$34.9K ﹤0.01%
1,300
+300
838
$34.6K ﹤0.01%
696
-83
839
$34.4K ﹤0.01%
4,347
840
$34.4K ﹤0.01%
1,009
+10
841
$34.4K ﹤0.01%
1,502
842
$34.4K ﹤0.01%
296
-127
843
$34.2K ﹤0.01%
800
844
$34K ﹤0.01%
2,234
+55
845
$33.2K ﹤0.01%
304
+210
846
$32.9K ﹤0.01%
101
+1
847
$32.8K ﹤0.01%
2,000
848
$32.3K ﹤0.01%
1,011
849
$32.1K ﹤0.01%
725
850
$32.1K ﹤0.01%
1,705
-95
32 33
34
35 36