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
476
$259K 0.02%
4,092
+13
477
$259K 0.02%
2,269
478
$258K 0.02%
3,255
+28
479
$256K 0.02%
12,046
+11,987
480
$255K 0.02%
+6,834
481
$253K 0.02%
7,303
+2,739
482
$251K 0.02%
+7,220
483
$250K 0.02%
3,795
+413
484
$250K 0.02%
441
485
$250K 0.02%
6,108
486
$249K 0.02%
+8,398
487
$249K 0.02%
+8,050
488
$249K 0.02%
6,553
489
$248K 0.02%
540
+32
490
$247K 0.02%
6,613
+6,326
491
$246K 0.02%
8,257
-703
492
$243K 0.02%
4,300
-928
493
$242K 0.02%
1,248
+32
494
$237K 0.02%
+773
495
$237K 0.02%
4,719
+470
496
$236K 0.02%
2,535
+2,416
497
$234K 0.02%
2,583
+1,704
498
$234K 0.02%
1,143
+870
499
$234K 0.02%
+11,016
500
$234K 0.02%
3,579
+139
18 19
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