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
751
$53.7K ﹤0.01%
+9,101
752
$53.6K ﹤0.01%
2,000
753
$53.5K ﹤0.01%
1,543
754
$53.5K ﹤0.01%
+6,732
755
$52.8K ﹤0.01%
876
756
$52.7K ﹤0.01%
2,225
757
$52.4K ﹤0.01%
630
+570
758
$52.1K ﹤0.01%
950
+590
759
$51.5K ﹤0.01%
1,236
-75
760
$51.5K ﹤0.01%
560
+2
761
$51.4K ﹤0.01%
+840
762
$51.3K ﹤0.01%
+148
763
$51.3K ﹤0.01%
4,504
+3,939
764
$51.2K ﹤0.01%
13,000
765
$51K ﹤0.01%
1,018
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766
$50.9K ﹤0.01%
1,201
+1
767
$50.1K ﹤0.01%
1,019
+11
768
$50K ﹤0.01%
2,087
-621
769
$49.6K ﹤0.01%
500
-22
770
$49.5K ﹤0.01%
338
+132
771
$49.5K ﹤0.01%
1,710
772
$48.6K ﹤0.01%
+5,000
773
$48.6K ﹤0.01%
1,500
774
$48.6K ﹤0.01%
420
+404
775
$48.3K ﹤0.01%
70
-33
29 30
31
32 33