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
1051
$8.51K ﹤0.01%
150
1052
$8.47K ﹤0.01%
340
1053
$8.46K ﹤0.01%
700
1054
$8.45K ﹤0.01%
406
-19
1055
$8.38K ﹤0.01%
144
1056
$8.33K ﹤0.01%
50
1057
$8.3K ﹤0.01%
117
+1
1058
$8.15K ﹤0.01%
77
1059
$8.07K ﹤0.01%
97
1060
$8.04K ﹤0.01%
48
1061
$7.98K ﹤0.01%
62
1062
$7.96K ﹤0.01%
1,000
1063
$7.92K ﹤0.01%
115
1064
$7.83K ﹤0.01%
218
1065
$7.8K ﹤0.01%
40
1066
$7.79K ﹤0.01%
64
+55
1067
$7.77K ﹤0.01%
166
1068
$7.71K ﹤0.01%
197
-3,230
1069
$7.71K ﹤0.01%
27
1070
$7.7K ﹤0.01%
260
1071
$7.64K ﹤0.01%
120
-630
1072
$7.64K ﹤0.01%
104
+1
1073
$7.53K ﹤0.01%
25
1074
$7.48K ﹤0.01%
535
1075
$7.46K ﹤0.01%
447
41 42
43
44 45