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
$118M
AUM Growth
-$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$511K
2
+$444K
3
+$363K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$362K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$309K

Top Sells

1
+$1.84M
2
+$330K
3
+$267K
4
DVY icon
iShares Select Dividend ETF
DVY
+$177K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$133K

Sector Composition

1 Financials 6.28%
2 Industrials 3.52%
3 Technology 2.53%
4 Energy 2.33%
5 Consumer Discretionary 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7K 0.01%
127
252
$6K 0.01%
102
253
$6K 0.01%
475
254
$6K 0.01%
172
255
$6K 0.01%
127
+1
256
$6K 0.01%
150
+2
257
$6K 0.01%
77
-115
258
$6K 0.01%
150
259
$6K 0.01%
1,299
-2
260
$5K ﹤0.01%
119
-200
261
$5K ﹤0.01%
90
262
$5K ﹤0.01%
100
263
$5K ﹤0.01%
226
+37
264
$5K ﹤0.01%
+80
265
$5K ﹤0.01%
43
266
$5K ﹤0.01%
48
267
$5K ﹤0.01%
100
268
$5K ﹤0.01%
151
269
$4K ﹤0.01%
139
270
$4K ﹤0.01%
105
271
$4K ﹤0.01%
+115
272
$4K ﹤0.01%
100
273
$4K ﹤0.01%
122
+1
274
$4K ﹤0.01%
45
275
$4K ﹤0.01%
41
-200
9 10
11
12 13