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
1226
$4.19K ﹤0.01%
56
-62
1227
$4.17K ﹤0.01%
12
1228
$4.16K ﹤0.01%
37
1229
$4.15K ﹤0.01%
245
+1
1230
$4.15K ﹤0.01%
+156
1231
$4.11K ﹤0.01%
+253
1232
$4.1K ﹤0.01%
+33
1233
$4.07K ﹤0.01%
80
1234
$4.06K ﹤0.01%
136
1235
$4.05K ﹤0.01%
103
1236
$4.04K ﹤0.01%
235
1237
$4.04K ﹤0.01%
168
1238
$4.03K ﹤0.01%
53
1239
$4K ﹤0.01%
20
1240
$3.99K ﹤0.01%
33
1241
$3.98K ﹤0.01%
180
-412
1242
$3.97K ﹤0.01%
150
1243
$3.96K ﹤0.01%
258
-150
1244
$3.95K ﹤0.01%
75
1245
$3.89K ﹤0.01%
539
1246
$3.88K ﹤0.01%
200
1247
$3.87K ﹤0.01%
1,315
1248
$3.87K ﹤0.01%
172
1249
$3.85K ﹤0.01%
91
1250
$3.85K ﹤0.01%
308
48 49
50
51 52