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
1026
$9.89K ﹤0.01%
523
+425
1027
$9.82K ﹤0.01%
361
-106
1028
$9.73K ﹤0.01%
475
-48
1029
$9.71K ﹤0.01%
194
-3,660
1030
$9.62K ﹤0.01%
650
1031
$9.6K ﹤0.01%
210
1032
$9.51K ﹤0.01%
196
+1
1033
$9.5K ﹤0.01%
88
1034
$9.46K ﹤0.01%
501
1035
$9.45K ﹤0.01%
54
-1
1036
$9.42K ﹤0.01%
51
1037
$9.42K ﹤0.01%
812
-371
1038
$9.37K ﹤0.01%
108
1039
$9.31K ﹤0.01%
208
+2
1040
$9.28K ﹤0.01%
130
+70
1041
$9.12K ﹤0.01%
63
1042
$9.11K ﹤0.01%
225
1043
$8.99K ﹤0.01%
45
1044
$8.88K ﹤0.01%
400
1045
$8.85K ﹤0.01%
50
1046
$8.84K ﹤0.01%
+55
1047
$8.79K ﹤0.01%
+3,000
1048
$8.76K ﹤0.01%
196
1049
$8.64K ﹤0.01%
236
-29
1050
$8.6K ﹤0.01%
836
+27
40 41
42
43 44