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
$507M
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$4.17M
3
+$3.87M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.79M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.18M

Top Sells

1
+$6M
2
+$4.94M
3
+$4.6M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.55M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$2.36M

Sector Composition

1 Financials 7.95%
2 Technology 7.59%
3 Healthcare 6.33%
4 Industrials 5.02%
5 Consumer Discretionary 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$51K 0.01%
1,322
+3
452
$51K 0.01%
2,746
453
$50K 0.01%
531
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454
$50K 0.01%
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455
$49K 0.01%
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456
$45K 0.01%
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-335
457
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4,875
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458
$44K 0.01%
6,078
459
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309
460
$42K 0.01%
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461
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2,663
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462
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463
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464
$41K 0.01%
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465
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250
466
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$41K 0.01%
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669
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$35K 0.01%
500
474
$35K 0.01%
292
475
$35K 0.01%
639
+90
17 18
19
20 21