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
626
$108K 0.01%
1,260
627
$107K 0.01%
2,155
+1,956
628
$107K 0.01%
+4,289
629
$107K 0.01%
1,171
+1,022
630
$105K 0.01%
+5,017
631
$105K 0.01%
2,310
+999
632
$105K 0.01%
2,100
633
$104K 0.01%
924
+404
634
$103K 0.01%
+2,183
635
$103K 0.01%
+2,422
636
$103K 0.01%
2,600
637
$103K 0.01%
35,840
638
$101K 0.01%
481
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639
$101K 0.01%
+2,882
640
$100K 0.01%
991
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641
$99.8K 0.01%
+3,642
642
$99.6K 0.01%
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643
$99.4K 0.01%
2,118
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644
$97.6K 0.01%
+3,310
645
$97.2K 0.01%
658
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646
$97.1K 0.01%
566
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647
$97.1K 0.01%
209
+203
648
$96K 0.01%
2,698
+2,498
649
$94.5K 0.01%
70,000
650
$93.7K 0.01%
920
+912
24 25
26
27 28