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
676
$78.8K 0.01%
+1,500
677
$78.6K 0.01%
29,000
678
$78.4K 0.01%
1,038
+603
679
$78.3K 0.01%
547
-4,494
680
$77.8K 0.01%
3,062
681
$77.3K 0.01%
5,000
682
$77.2K 0.01%
+4,502
683
$77.2K 0.01%
356
-160
684
$76.5K 0.01%
+1,840
685
$75.7K 0.01%
+3,825
686
$75.5K 0.01%
2,800
687
$75.4K 0.01%
658
+43
688
$75.4K 0.01%
2,158
-443
689
$75.3K 0.01%
+2,829
690
$75.1K 0.01%
2,696
+2,672
691
$74.8K 0.01%
482
+29
692
$74.2K 0.01%
+400
693
$74.2K 0.01%
+5,217
694
$74.1K 0.01%
1,003
-80
695
$73.9K 0.01%
882
+340
696
$73.3K 0.01%
1,357
+1,000
697
$73.3K 0.01%
+1,536
698
$73.3K 0.01%
391
-29
699
$73K 0.01%
1,447
+11
700
$72.9K 0.01%
+3,569
26 27
28
29 30