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AWM

Avior Wealth Management Portfolio holdings

AUM $3.53B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
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
+$7.75M
2
+$3.2M
3
+$3.14M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.04M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.99M

Top Sells

1
+$6.04M
2
+$5.75M
3
+$3.61M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.36M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.87M

Sector Composition

1 Technology 7.11%
2 Financials 6.33%
3 Healthcare 3.7%
4 Industrials 3.24%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
0
1602
– –
-3,211
1603
– –
-2,882
1604
– –
-4
1605
– –
-31
1606
– –
-3,204
1607
– –
-34
1608
– –
0
1609
– –
-50
1610
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-100
1611
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-37
1612
– –
0
1613
– –
-3,000
1614
– –
-104
1615
– –
-20
1616
– –
-44
1617
– –
-12,588
1618
– –
-4,289
1619
– –
-2
1620
– –
-20
1621
– –
-500
1622
– –
-97
1623
– –
-37
1624
– –
-3,642
1625
– –
-10
63 64
65
66 67