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
451
$297K 0.02%
885
-108
452
$297K 0.02%
5,033
453
$297K 0.02%
+6,782
454
$295K 0.02%
3,871
-2,277
455
$294K 0.02%
17,174
+2,269
456
$289K 0.02%
6,960
+81
457
$288K 0.02%
+18,563
458
$288K 0.02%
+4,725
459
$287K 0.02%
25,108
-2,140
460
$283K 0.02%
1,706
+9
461
$283K 0.02%
22,419
462
$281K 0.02%
2,358
463
$281K 0.02%
1,752
+25
464
$279K 0.02%
5,160
+4,922
465
$279K 0.02%
+4,430
466
$276K 0.02%
1,479
467
$274K 0.02%
8,235
468
$273K 0.02%
2,593
-873
469
$270K 0.02%
4,881
+1,387
470
$269K 0.02%
3,564
-365
471
$269K 0.02%
7,896
472
$268K 0.02%
1,187
473
$266K 0.02%
+6,088
474
$265K 0.02%
1,588
-285
475
$263K 0.02%
4,735
+3,382
17 18
19
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