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
1376
$1.54K ﹤0.01%
35
1377
$1.51K ﹤0.01%
57
1378
$1.48K ﹤0.01%
8
-85
1379
$1.48K ﹤0.01%
106
+1
1380
$1.45K ﹤0.01%
29
+15
1381
$1.44K ﹤0.01%
66
+1
1382
$1.44K ﹤0.01%
144
1383
$1.43K ﹤0.01%
10
1384
$1.42K ﹤0.01%
19
1385
$1.41K ﹤0.01%
28
1386
$1.41K ﹤0.01%
3
1387
$1.41K ﹤0.01%
3
1388
$1.37K ﹤0.01%
+840
1389
$1.37K ﹤0.01%
24
1390
$1.35K ﹤0.01%
6
1391
$1.35K ﹤0.01%
21
1392
$1.34K ﹤0.01%
200
1393
$1.32K ﹤0.01%
39
1394
$1.32K ﹤0.01%
4
1395
$1.31K ﹤0.01%
275
1396
$1.31K ﹤0.01%
20
1397
$1.3K ﹤0.01%
14
1398
$1.3K ﹤0.01%
300
1399
$1.26K ﹤0.01%
20
1400
$1.25K ﹤0.01%
15
54 55
56
57 58