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
1276
$3.41K ﹤0.01%
+60
1277
$3.4K ﹤0.01%
40
1278
$3.39K ﹤0.01%
+844
1279
$3.39K ﹤0.01%
31
1280
$3.37K ﹤0.01%
134
1281
$3.35K ﹤0.01%
199
-10
1282
$3.32K ﹤0.01%
+50
1283
$3.31K ﹤0.01%
+38
1284
$3.3K ﹤0.01%
121
1285
$3.25K ﹤0.01%
491
1286
$3.24K ﹤0.01%
200
1287
$3.24K ﹤0.01%
35
1288
$3.12K ﹤0.01%
+330
1289
$3.11K ﹤0.01%
33
1290
$3.1K ﹤0.01%
42
1291
$3.1K ﹤0.01%
77
+1
1292
$3.09K ﹤0.01%
83
1293
$3.08K ﹤0.01%
88
1294
$3.07K ﹤0.01%
57
1295
$3.06K ﹤0.01%
170
1296
$3.06K ﹤0.01%
70
1297
$3.04K ﹤0.01%
248
1298
$3.04K ﹤0.01%
111
1299
$3.04K ﹤0.01%
22
-121
1300
$3.03K ﹤0.01%
150
50 51
52
53 54