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
1101
$6.57K ﹤0.01%
144
1102
$6.56K ﹤0.01%
218
1103
$6.53K ﹤0.01%
329
-3,496
1104
$6.53K ﹤0.01%
21
1105
$6.44K ﹤0.01%
1,000
1106
$6.44K ﹤0.01%
350
1107
$6.43K ﹤0.01%
361
+7
1108
$6.42K ﹤0.01%
68
1109
$6.41K ﹤0.01%
51
1110
$6.4K ﹤0.01%
1,069
1111
$6.4K ﹤0.01%
100
1112
$6.37K ﹤0.01%
161
1113
$6.36K ﹤0.01%
121
+1
1114
$6.34K ﹤0.01%
300
1115
$6.34K ﹤0.01%
313
+29
1116
$6.33K ﹤0.01%
55
1117
$6.31K ﹤0.01%
28
+23
1118
$6.31K ﹤0.01%
48
1119
$6.31K ﹤0.01%
213
+75
1120
$6.25K ﹤0.01%
34
1121
$6.24K ﹤0.01%
113
-13
1122
$6.23K ﹤0.01%
63
1123
$6.2K ﹤0.01%
500
1124
$6.11K ﹤0.01%
113
1125
$6.09K ﹤0.01%
653
43 44
45
46 47