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
1301
$3.01K ﹤0.01%
141
1302
$2.98K ﹤0.01%
31
1303
$2.97K ﹤0.01%
253
+2
1304
$2.95K ﹤0.01%
120
+5
1305
$2.93K ﹤0.01%
341
+79
1306
$2.91K ﹤0.01%
6
1307
$2.9K ﹤0.01%
106
-44
1308
$2.9K ﹤0.01%
+56
1309
$2.89K ﹤0.01%
338
1310
$2.88K ﹤0.01%
40
1311
$2.86K ﹤0.01%
1,000
1312
$2.84K ﹤0.01%
18
1313
$2.83K ﹤0.01%
204
1314
$2.79K ﹤0.01%
120
+7
1315
$2.77K ﹤0.01%
+18
1316
$2.76K ﹤0.01%
89
1317
$2.74K ﹤0.01%
12
1318
$2.74K ﹤0.01%
300
1319
$2.72K ﹤0.01%
55
-50
1320
$2.72K ﹤0.01%
35
1321
$2.7K ﹤0.01%
75
+25
1322
$2.68K ﹤0.01%
64
-64
1323
$2.66K ﹤0.01%
42
1324
$2.65K ﹤0.01%
+345
1325
$2.63K ﹤0.01%
202
51 52
53
54 55