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
926
$21.3K ﹤0.01%
358
-362
927
$21.3K ﹤0.01%
481
-261
928
$20.7K ﹤0.01%
353
+20
929
$20K ﹤0.01%
658
+4
930
$20K ﹤0.01%
1,255
931
$19.7K ﹤0.01%
1,060
932
$19.7K ﹤0.01%
774
933
$19.6K ﹤0.01%
2,200
934
$19.4K ﹤0.01%
152
-76
935
$19.2K ﹤0.01%
309
+3
936
$19K ﹤0.01%
440
937
$19K ﹤0.01%
601
-1,182
938
$19K ﹤0.01%
418
939
$19K ﹤0.01%
328
+2
940
$18.9K ﹤0.01%
370
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941
$18.9K ﹤0.01%
435
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942
$18.8K ﹤0.01%
120
+25
943
$18.5K ﹤0.01%
127
944
$18.5K ﹤0.01%
279
945
$18.5K ﹤0.01%
605
-111
946
$18K ﹤0.01%
1,000
947
$18K ﹤0.01%
+307
948
$17.8K ﹤0.01%
426
+2
949
$17.8K ﹤0.01%
1,780
-46
950
$17.7K ﹤0.01%
700
36 37
38
39 40