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
976
$13.8K ﹤0.01%
329
977
$13.8K ﹤0.01%
325
+53
978
$13.7K ﹤0.01%
1,596
+25
979
$13.7K ﹤0.01%
2,031
-7,070
980
$13.6K ﹤0.01%
400
-1,751
981
$13.5K ﹤0.01%
211
-688
982
$13.4K ﹤0.01%
216
-836
983
$13.2K ﹤0.01%
372
+2
984
$13.1K ﹤0.01%
1,382
+4
985
$12.9K ﹤0.01%
180
986
$12.8K ﹤0.01%
764
987
$12.8K ﹤0.01%
125
988
$12.7K ﹤0.01%
50
989
$12.3K ﹤0.01%
393
990
$11.9K ﹤0.01%
65
991
$11.9K ﹤0.01%
1,016
+8
992
$11.8K ﹤0.01%
500
993
$11.7K ﹤0.01%
442
+167
994
$11.7K ﹤0.01%
80
995
$11.7K ﹤0.01%
+345
996
$11.7K ﹤0.01%
82
+1
997
$11.7K ﹤0.01%
400
998
$11.7K ﹤0.01%
123
999
$11.6K ﹤0.01%
374
-6,500
1000
$11.6K ﹤0.01%
150
+25
38 39
40
41 42