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
1351
$1.99K ﹤0.01%
20
1352
$1.96K ﹤0.01%
10
1353
$1.94K ﹤0.01%
60
1354
$1.93K ﹤0.01%
54
1355
$1.9K ﹤0.01%
305
+8
1356
$1.9K ﹤0.01%
93
1357
$1.89K ﹤0.01%
20
1358
$1.87K ﹤0.01%
100
1359
$1.82K ﹤0.01%
+50
1360
$1.81K ﹤0.01%
8
1361
$1.81K ﹤0.01%
100
1362
$1.77K ﹤0.01%
41
1363
$1.76K ﹤0.01%
77
-78
1364
$1.76K ﹤0.01%
546
+6
1365
$1.73K ﹤0.01%
22
1366
$1.7K ﹤0.01%
5
1367
$1.69K ﹤0.01%
13
1368
$1.65K ﹤0.01%
97
1369
$1.64K ﹤0.01%
4
-1,466
1370
$1.63K ﹤0.01%
12
1371
$1.59K ﹤0.01%
90
1372
$1.58K ﹤0.01%
2,000
1373
$1.58K ﹤0.01%
22
-519
1374
$1.56K ﹤0.01%
28
+6
1375
$1.54K ﹤0.01%
115
+9
53 54
55
56 57