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
701
$72.3K 0.01%
2,539
702
$71.7K ﹤0.01%
1,016
703
$71K ﹤0.01%
+2,623
704
$69.1K ﹤0.01%
+2,151
705
$68.9K ﹤0.01%
917
+575
706
$68.5K ﹤0.01%
2,616
707
$68.5K ﹤0.01%
+1,553
708
$68.1K ﹤0.01%
809
+1
709
$67.6K ﹤0.01%
+1,293
710
$67.5K ﹤0.01%
1,465
+40
711
$67.4K ﹤0.01%
2,150
712
$67.3K ﹤0.01%
402
+262
713
$66.8K ﹤0.01%
10,175
+10,000
714
$66.6K ﹤0.01%
3,155
715
$66.2K ﹤0.01%
1,026
-238
716
$66.2K ﹤0.01%
+531
717
$65.7K ﹤0.01%
285
+50
718
$65.2K ﹤0.01%
1,538
719
$65.1K ﹤0.01%
314
+2
720
$64.2K ﹤0.01%
1,379
+4
721
$63.9K ﹤0.01%
1,176
+354
722
$63.8K ﹤0.01%
+1,052
723
$63K ﹤0.01%
743
+1
724
$62.9K ﹤0.01%
1,177
725
$62K ﹤0.01%
+1,000
27 28
29
30 31