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
1201
$4.44K ﹤0.01%
427
1202
$4.43K ﹤0.01%
123
1203
$4.42K ﹤0.01%
50
1204
$4.42K ﹤0.01%
71
1205
$4.41K ﹤0.01%
+200
1206
$4.34K ﹤0.01%
79
1207
$4.34K ﹤0.01%
301
+8
1208
$4.33K ﹤0.01%
140
1209
$4.33K ﹤0.01%
+192
1210
$4.33K ﹤0.01%
67
1211
$4.32K ﹤0.01%
+152
1212
$4.31K ﹤0.01%
123
+75
1213
$4.3K ﹤0.01%
295
+4
1214
$4.29K ﹤0.01%
+90
1215
$4.29K ﹤0.01%
69
1216
$4.25K ﹤0.01%
35
1217
$4.25K ﹤0.01%
+109
1218
$4.24K ﹤0.01%
40
1219
$4.24K ﹤0.01%
50
+13
1220
$4.22K ﹤0.01%
162
-24
1221
$4.22K ﹤0.01%
20
1222
$4.21K ﹤0.01%
132
1223
$4.21K ﹤0.01%
34
1224
$4.19K ﹤0.01%
150
1225
$4.19K ﹤0.01%
162
47 48
49
50 51