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
576
$147K 0.01%
1,650
+5
577
$146K 0.01%
+4,019
578
$143K 0.01%
874
579
$142K 0.01%
3,727
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580
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581
$141K 0.01%
5,685
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582
$140K 0.01%
2,342
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583
$139K 0.01%
568
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584
$139K 0.01%
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585
$138K 0.01%
1,033
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586
$138K 0.01%
13,335
-5,869
587
$135K 0.01%
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588
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589
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293
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590
$134K 0.01%
1,510
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591
$133K 0.01%
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592
$132K 0.01%
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594
$128K 0.01%
+1,813
595
$128K 0.01%
883
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596
$127K 0.01%
+6,400
597
$126K 0.01%
1,348
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598
$125K 0.01%
823
+460
599
$125K 0.01%
5,091
+4,865
600
$124K 0.01%
840
+711
22 23
24
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