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
476
$35K 0.01%
594
+455
477
$35K 0.01%
+1,785
478
$34K 0.01%
340
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479
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235
480
$34K 0.01%
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$33K 0.01%
394
482
$32K 0.01%
+410
483
$32K 0.01%
1,200
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484
$31K 0.01%
765
485
$31K 0.01%
3,200
486
$31K 0.01%
3,578
487
$31K 0.01%
1,700
488
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279
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489
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881
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490
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$27K 0.01%
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498
$24K ﹤0.01%
18
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$24K ﹤0.01%
576
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500
$24K ﹤0.01%
1,281
+3
18 19
20
21 22