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
901
$24.7K ﹤0.01%
731
902
$24.4K ﹤0.01%
235
903
$24.2K ﹤0.01%
444
-37
904
$24.1K ﹤0.01%
416
905
$24.1K ﹤0.01%
1,139
906
$24K ﹤0.01%
52
907
$23.9K ﹤0.01%
56
908
$23.9K ﹤0.01%
512
+3
909
$23.9K ﹤0.01%
608
910
$23.8K ﹤0.01%
1,237
+14
911
$23.5K ﹤0.01%
944
-7,643
912
$23.4K ﹤0.01%
248
+166
913
$23.3K ﹤0.01%
1,630
+15
914
$23K ﹤0.01%
316
915
$22.9K ﹤0.01%
812
916
$22.9K ﹤0.01%
150
917
$22.8K ﹤0.01%
585
-347
918
$22.5K ﹤0.01%
201
-27
919
$22.2K ﹤0.01%
521
-265
920
$22.2K ﹤0.01%
3,823
921
$22K ﹤0.01%
382
922
$21.8K ﹤0.01%
500
923
$21.6K ﹤0.01%
553
+311
924
$21.5K ﹤0.01%
820
925
$21.4K ﹤0.01%
112
+4
35 36
37
38 39