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
651
$93.5K 0.01%
1,861
652
$92.9K 0.01%
35,049
-18,905
653
$91.3K 0.01%
10,315
-9,000
654
$90.7K 0.01%
1,050
655
$89.5K 0.01%
+890
656
$87.4K 0.01%
2,017
+167
657
$87.3K 0.01%
1,120
+406
658
$86.8K 0.01%
738
659
$86.7K 0.01%
2,000
660
$86.5K 0.01%
1,442
+160
661
$86.1K 0.01%
2,121
+1,969
662
$85.2K 0.01%
1,049
+9
663
$84.8K 0.01%
2,148
664
$84.1K 0.01%
3,365
+2
665
$83.9K 0.01%
+1,023
666
$83.2K 0.01%
2,438
667
$81.7K 0.01%
+6,000
668
$81.6K 0.01%
1,760
669
$81.6K 0.01%
3,061
+1,340
670
$81.5K 0.01%
572
+308
671
$80.9K 0.01%
2,612
-143
672
$80.3K 0.01%
722
-3,870
673
$80.2K 0.01%
182
+179
674
$79.4K 0.01%
574
+47
675
$78.8K 0.01%
+2,326
25 26
27
28 29