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
851
$32.1K ﹤0.01%
543
+49
852
$31.9K ﹤0.01%
659
+415
853
$31.8K ﹤0.01%
16,500
854
$31.6K ﹤0.01%
346
855
$31.5K ﹤0.01%
1,566
-146
856
$31.3K ﹤0.01%
529
857
$31.2K ﹤0.01%
1,031
858
$30.5K ﹤0.01%
1,307
859
$30.3K ﹤0.01%
38
+15
860
$30.3K ﹤0.01%
1,120
861
$30.1K ﹤0.01%
338
-51
862
$30K ﹤0.01%
405
863
$29.8K ﹤0.01%
1,634
+14
864
$29.8K ﹤0.01%
+1,000
865
$29.6K ﹤0.01%
2,623
+1,833
866
$29.2K ﹤0.01%
2,901
+353
867
$28.8K ﹤0.01%
380
+61
868
$28.8K ﹤0.01%
840
869
$28.6K ﹤0.01%
376
-510
870
$28.5K ﹤0.01%
83
871
$28.5K ﹤0.01%
97
+3
872
$28.3K ﹤0.01%
114
+79
873
$28.1K ﹤0.01%
983
+26
874
$28.1K ﹤0.01%
3,605
875
$28K ﹤0.01%
1,079
33 34
35
36 37