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
1176
$4.86K ﹤0.01%
188
1177
$4.8K ﹤0.01%
122
1178
$4.79K ﹤0.01%
26
-9
1179
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1180
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1181
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500
1182
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50
-29
1183
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1184
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1185
$4.61K ﹤0.01%
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$4.61K ﹤0.01%
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1187
$4.6K ﹤0.01%
185
+3
1188
$4.6K ﹤0.01%
+80
1189
$4.58K ﹤0.01%
76
1190
$4.56K ﹤0.01%
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1191
$4.55K ﹤0.01%
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1192
$4.54K ﹤0.01%
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1193
$4.52K ﹤0.01%
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1194
$4.52K ﹤0.01%
424
1195
$4.52K ﹤0.01%
33
1196
$4.47K ﹤0.01%
5
1197
$4.47K ﹤0.01%
196
1198
$4.44K ﹤0.01%
65
1199
$4.44K ﹤0.01%
409
1200
$4.44K ﹤0.01%
39
46 47
48
49 50