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
1251
$3.77K ﹤0.01%
65
1252
$3.76K ﹤0.01%
8
1253
$3.75K ﹤0.01%
+114
1254
$3.72K ﹤0.01%
+321
1255
$3.71K ﹤0.01%
226
1256
$3.7K ﹤0.01%
40
1257
$3.69K ﹤0.01%
+79
1258
$3.68K ﹤0.01%
225
1259
$3.68K ﹤0.01%
15
1260
$3.66K ﹤0.01%
+43
1261
$3.65K ﹤0.01%
77
1262
$3.64K ﹤0.01%
542
1263
$3.63K ﹤0.01%
493
+96
1264
$3.61K ﹤0.01%
87
+1
1265
$3.56K ﹤0.01%
+20
1266
$3.52K ﹤0.01%
+173
1267
$3.51K ﹤0.01%
297
+197
1268
$3.5K ﹤0.01%
14
-19
1269
$3.49K ﹤0.01%
+36
1270
$3.49K ﹤0.01%
+185
1271
$3.49K ﹤0.01%
27
1272
$3.48K ﹤0.01%
285
1273
$3.47K ﹤0.01%
20
-88
1274
$3.44K ﹤0.01%
10
1275
$3.43K ﹤0.01%
41
-7
49 50
51
52 53