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
1401
$1.25K ﹤0.01%
36
1402
$1.24K ﹤0.01%
16
+2
1403
$1.21K ﹤0.01%
121
+1
1404
$1.18K ﹤0.01%
500
1405
$1.16K ﹤0.01%
303
1406
$1.14K ﹤0.01%
209
+3
1407
$1.14K ﹤0.01%
10
1408
$1.14K ﹤0.01%
280
1409
$1.07K ﹤0.01%
164
1410
$1.06K ﹤0.01%
11
1411
$1.03K ﹤0.01%
245
1412
$1.03K ﹤0.01%
22
1413
$989 ﹤0.01%
9
+2
1414
$973 ﹤0.01%
75
1415
$961 ﹤0.01%
14
1416
$958 ﹤0.01%
7
1417
$951 ﹤0.01%
31
1418
$949 ﹤0.01%
29
1419
$927 ﹤0.01%
4
1420
$902 ﹤0.01%
13
1421
$894 ﹤0.01%
1,626
+1,576
1422
$856 ﹤0.01%
6
1423
$854 ﹤0.01%
16
-8
1424
$814 ﹤0.01%
20
-14
1425
$796 ﹤0.01%
17
55 56
57
58 59