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
376
$451K 0.03%
12,307
-1,185
377
$449K 0.03%
1,409
+276
378
$449K 0.03%
6,838
-4,078
379
$448K 0.03%
7,216
+1,018
380
$447K 0.03%
+9,337
381
$446K 0.03%
+15,030
382
$445K 0.03%
11,158
-1,016
383
$444K 0.03%
6,076
-5,741
384
$443K 0.03%
7,694
+69
385
$441K 0.03%
7,041
386
$440K 0.03%
5,151
-88
387
$439K 0.03%
1,718
+21
388
$436K 0.03%
6,349
+477
389
$435K 0.03%
37,281
-310
390
$433K 0.03%
12,588
+2,448
391
$431K 0.03%
51,665
-4,372
392
$426K 0.03%
+1,191
393
$425K 0.03%
11,127
+370
394
$421K 0.03%
9,583
-136
395
$420K 0.03%
6,212
+5,645
396
$417K 0.03%
3,196
-950
397
$416K 0.03%
6,561
+5,409
398
$414K 0.03%
12,723
+11
399
$414K 0.03%
4,800
+55
400
$413K 0.03%
5,187
+617
14 15
16
17 18