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
876
$28K ﹤0.01%
810
+4
877
$28K ﹤0.01%
200
878
$27.8K ﹤0.01%
230
879
$27.8K ﹤0.01%
142
880
$27.6K ﹤0.01%
187
+110
881
$27.5K ﹤0.01%
93
882
$27.2K ﹤0.01%
472
883
$27.1K ﹤0.01%
1,415
+265
884
$27K ﹤0.01%
185
+58
885
$26.9K ﹤0.01%
413
886
$26.5K ﹤0.01%
880
-29
887
$26.3K ﹤0.01%
131
888
$26.3K ﹤0.01%
907
-803
889
$26.3K ﹤0.01%
3,885
+3,047
890
$26.1K ﹤0.01%
846
891
$26.1K ﹤0.01%
342
892
$26K ﹤0.01%
138
+1
893
$25.8K ﹤0.01%
1,003
894
$25.7K ﹤0.01%
178
+26
895
$25.6K ﹤0.01%
250
896
$25.2K ﹤0.01%
215
+113
897
$25.1K ﹤0.01%
1,500
898
$25K ﹤0.01%
114
-29
899
$25K ﹤0.01%
1,148
+615
900
$24.7K ﹤0.01%
214
+2
34 35
36
37 38