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
1151
$5.28K ﹤0.01%
234
1152
$5.22K ﹤0.01%
12
-16
1153
$5.21K ﹤0.01%
99
1154
$5.18K ﹤0.01%
500
+400
1155
$5.16K ﹤0.01%
258
-11,250
1156
$5.11K ﹤0.01%
454
+12
1157
$5.11K ﹤0.01%
43
-3
1158
$5.11K ﹤0.01%
145
1159
$5.1K ﹤0.01%
18
1160
$5.07K ﹤0.01%
128
+14
1161
$5.06K ﹤0.01%
177
1162
$5.05K ﹤0.01%
73
1163
$5.02K ﹤0.01%
10
1164
$5.02K ﹤0.01%
+52
1165
$5.02K ﹤0.01%
97
1166
$4.98K ﹤0.01%
107
-266
1167
$4.96K ﹤0.01%
76
-75
1168
$4.95K ﹤0.01%
506
1169
$4.95K ﹤0.01%
109
+21
1170
$4.94K ﹤0.01%
49
1171
$4.93K ﹤0.01%
+185
1172
$4.93K ﹤0.01%
65
+14
1173
$4.92K ﹤0.01%
13
-2
1174
$4.9K ﹤0.01%
14
1175
$4.87K ﹤0.01%
+112
45 46
47
48 49