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
1076
$7.32K ﹤0.01%
624
+5
1077
$7.26K ﹤0.01%
777
+499
1078
$7.21K ﹤0.01%
41
+5
1079
$7.17K ﹤0.01%
49
1080
$7.16K ﹤0.01%
175
1081
$7.14K ﹤0.01%
47
1082
$7.09K ﹤0.01%
+158
1083
$7.09K ﹤0.01%
64
1084
$7.06K ﹤0.01%
240
1085
$7.05K ﹤0.01%
106
-4,927
1086
$7.05K ﹤0.01%
+28
1087
$6.96K ﹤0.01%
305
1088
$6.92K ﹤0.01%
50
+9
1089
$6.85K ﹤0.01%
422
+2
1090
$6.83K ﹤0.01%
108
1091
$6.83K ﹤0.01%
187
-375
1092
$6.81K ﹤0.01%
139
+9
1093
$6.8K ﹤0.01%
86
1094
$6.76K ﹤0.01%
+500
1095
$6.76K ﹤0.01%
91
+1
1096
$6.72K ﹤0.01%
83
1097
$6.68K ﹤0.01%
1,113
1098
$6.66K ﹤0.01%
202
1099
$6.64K ﹤0.01%
119
1100
$6.61K ﹤0.01%
65
-43
42 43
44
45 46