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
$1.46B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,690
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$12.5M
3
+$12.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.72M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.87M

Top Sells

1
+$18.9M
2
+$13M
3
+$10.7M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$3.89M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.86M

Sector Composition

1 Financials 6.47%
2 Technology 6.38%
3 Healthcare 3.85%
4 Industrials 3.27%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$487K 0.03%
5,902
-1,485
352
$487K 0.03%
+4,929
353
$481K 0.03%
3,939
-100
354
$479K 0.03%
3,177
355
$477K 0.03%
2,086
+1,036
356
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21,831
-66
357
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2,810
358
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3,382
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359
$473K 0.03%
17,758
+132
360
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361
$473K 0.03%
2,378
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362
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9,857
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363
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364
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1,193
-16
365
$464K 0.03%
2,272
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366
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367
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368
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369
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3,328
370
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371
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+23,852
372
$456K 0.03%
36,205
+1,158
373
$455K 0.03%
3,450
374
$455K 0.03%
8,303
+6,026
375
$452K 0.03%
1,271
-58
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15
16 17