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
1426
$792 ﹤0.01%
29
+6
1427
$780 ﹤0.01%
23
1428
$771 ﹤0.01%
6
1429
$742 ﹤0.01%
13
1430
$730 ﹤0.01%
16
1431
$726 ﹤0.01%
10
1432
$709 ﹤0.01%
10
1433
$708 ﹤0.01%
22
1434
$706 ﹤0.01%
3
1435
$702 ﹤0.01%
5
-36
1436
$689 ﹤0.01%
16
1437
$680 ﹤0.01%
11
1438
$675 ﹤0.01%
+6
1439
$657 ﹤0.01%
+7
1440
$652 ﹤0.01%
20
1441
$646 ﹤0.01%
37
1442
$631 ﹤0.01%
6
1443
$628 ﹤0.01%
20
1444
$623 ﹤0.01%
4
-3,378
1445
$611 ﹤0.01%
20
1446
$604 ﹤0.01%
45
1447
$591 ﹤0.01%
20
1448
$587 ﹤0.01%
125
1449
$584 ﹤0.01%
11
1450
$567 ﹤0.01%
3
+1
56 57
58
59 60