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
551
$170K 0.01%
4,437
+3,489
552
$170K 0.01%
2,727
+1,852
553
$170K 0.01%
+6,173
554
$170K 0.01%
492
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555
$168K 0.01%
+6,051
556
$168K 0.01%
9,169
+6,113
557
$167K 0.01%
4,263
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558
$165K 0.01%
13,629
-5,761
559
$165K 0.01%
1,661
-8
560
$164K 0.01%
560
-268
561
$164K 0.01%
355
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562
$163K 0.01%
7,829
563
$157K 0.01%
7,950
+7,494
564
$157K 0.01%
1,825
565
$156K 0.01%
+4,156
566
$155K 0.01%
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567
$153K 0.01%
4,347
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568
$152K 0.01%
1,706
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569
$152K 0.01%
4,060
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570
$150K 0.01%
+4,814
571
$148K 0.01%
+4,287
572
$148K 0.01%
4,272
+4,172
573
$148K 0.01%
4,338
+2,535
574
$147K 0.01%
+4,706
575
$147K 0.01%
2,180
21 22
23
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