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
951
$17.7K ﹤0.01%
1,470
952
$17.4K ﹤0.01%
1,700
+800
953
$17.3K ﹤0.01%
163
-4
954
$17.3K ﹤0.01%
1,050
955
$17.2K ﹤0.01%
148
956
$17.1K ﹤0.01%
109
957
$17.1K ﹤0.01%
460
958
$17K ﹤0.01%
153
+1
959
$16.8K ﹤0.01%
396
960
$16.7K ﹤0.01%
139
961
$16.6K ﹤0.01%
750
962
$16.4K ﹤0.01%
786
-28
963
$16.4K ﹤0.01%
95
964
$16.2K ﹤0.01%
307
-122
965
$16.1K ﹤0.01%
500
966
$15.9K ﹤0.01%
580
967
$15.9K ﹤0.01%
2,588
968
$15.8K ﹤0.01%
400
969
$15K ﹤0.01%
125
970
$14.8K ﹤0.01%
360
-486
971
$14.5K ﹤0.01%
640
+1
972
$14.4K ﹤0.01%
754
-983
973
$14.2K ﹤0.01%
125
-118
974
$14K ﹤0.01%
597
+8
975
$14K ﹤0.01%
600
37 38
39
40 41