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
1326
$2.62K ﹤0.01%
2
1327
$2.6K ﹤0.01%
258
1328
$2.59K ﹤0.01%
51
-81
1329
$2.58K ﹤0.01%
100
-120
1330
$2.58K ﹤0.01%
75
+1
1331
$2.57K ﹤0.01%
40
-320
1332
$2.54K ﹤0.01%
51
-2,104
1333
$2.51K ﹤0.01%
610
1334
$2.5K ﹤0.01%
62
1335
$2.44K ﹤0.01%
57
1336
$2.44K ﹤0.01%
65
1337
$2.43K ﹤0.01%
10
-16
1338
$2.41K ﹤0.01%
96
1339
$2.35K ﹤0.01%
190
1340
$2.34K ﹤0.01%
900
1341
$2.33K ﹤0.01%
93
1342
$2.32K ﹤0.01%
290
-80
1343
$2.27K ﹤0.01%
20
1344
$2.15K ﹤0.01%
15
1345
$2.13K ﹤0.01%
+75
1346
$2.13K ﹤0.01%
91
1347
$2.12K ﹤0.01%
25
1348
$2.09K ﹤0.01%
69
-500
1349
$2.09K ﹤0.01%
40
1350
$2.02K ﹤0.01%
+54
52 53
54
55 56