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
726
$61.8K ﹤0.01%
4,934
+2,934
727
$61.7K ﹤0.01%
11,829
728
$61.3K ﹤0.01%
880
+805
729
$61.1K ﹤0.01%
2,610
+325
730
$60.7K ﹤0.01%
4,117
+347
731
$60K ﹤0.01%
1,998
+4
732
$59.3K ﹤0.01%
886
+685
733
$59K ﹤0.01%
+416
734
$58.7K ﹤0.01%
+899
735
$58.4K ﹤0.01%
2,100
+25
736
$58.4K ﹤0.01%
5,081
+634
737
$57.9K ﹤0.01%
970
738
$57.2K ﹤0.01%
5,439
-1,400
739
$57K ﹤0.01%
1,500
+1,490
740
$56.3K ﹤0.01%
287
+95
741
$56.1K ﹤0.01%
1,783
+1,582
742
$55.9K ﹤0.01%
1,486
+958
743
$55.5K ﹤0.01%
805
744
$55.3K ﹤0.01%
583
+387
745
$55.1K ﹤0.01%
958
+43
746
$55.1K ﹤0.01%
+2,000
747
$55.1K ﹤0.01%
995
748
$55K ﹤0.01%
+2,000
749
$54.3K ﹤0.01%
3,403
750
$54.2K ﹤0.01%
791
+1
28 29
30
31 32