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
401
$412K 0.03%
7,804
+15
402
$406K 0.03%
4,094
+1,459
403
$406K 0.03%
18,689
-392
404
$405K 0.03%
2,003
-234
405
$401K 0.03%
+7,071
406
$399K 0.03%
4,100
407
$399K 0.03%
6,287
+5,466
408
$396K 0.03%
8,573
+94
409
$389K 0.03%
2,692
+21
410
$389K 0.03%
1,883
411
$388K 0.03%
13,507
+1,257
412
$383K 0.03%
10,617
413
$383K 0.03%
10,762
+35
414
$381K 0.03%
8,880
+4
415
$380K 0.03%
31,904
416
$374K 0.03%
7,472
417
$374K 0.03%
5,543
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418
$373K 0.03%
4,777
-451
419
$370K 0.03%
+2,254
420
$369K 0.03%
3,434
+1,720
421
$363K 0.02%
14,868
-7,846
422
$362K 0.02%
15,737
+4,001
423
$357K 0.02%
+11,298
424
$357K 0.02%
2,121
+383
425
$354K 0.02%
+17,836
15 16
17
18 19