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
1126
$6.09K ﹤0.01%
91
1127
$5.9K ﹤0.01%
27
+23
1128
$5.89K ﹤0.01%
50
1129
$5.82K ﹤0.01%
170
+130
1130
$5.82K ﹤0.01%
186
1131
$5.8K ﹤0.01%
92
1132
$5.77K ﹤0.01%
144
-100
1133
$5.75K ﹤0.01%
52
1134
$5.73K ﹤0.01%
175
1135
$5.59K ﹤0.01%
71
1136
$5.58K ﹤0.01%
+87
1137
$5.58K ﹤0.01%
331
-75
1138
$5.54K ﹤0.01%
106
-13
1139
$5.51K ﹤0.01%
+122
1140
$5.5K ﹤0.01%
543
+2
1141
$5.48K ﹤0.01%
42
+7
1142
$5.46K ﹤0.01%
255
1143
$5.44K ﹤0.01%
+91
1144
$5.44K ﹤0.01%
72
1145
$5.43K ﹤0.01%
92
1146
$5.4K ﹤0.01%
60
1147
$5.36K ﹤0.01%
75
-324
1148
$5.34K ﹤0.01%
130
1149
$5.28K ﹤0.01%
105
-2
1150
$5.28K ﹤0.01%
244
44 45
46
47 48