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
776
$48K ﹤0.01%
2,787
+993
777
$48K ﹤0.01%
1,085
+928
778
$47.7K ﹤0.01%
4,261
+3,343
779
$47.2K ﹤0.01%
164
+154
780
$47.1K ﹤0.01%
213
+201
781
$47K ﹤0.01%
+471
782
$46.7K ﹤0.01%
+676
783
$46.7K ﹤0.01%
7,235
+79
784
$46.7K ﹤0.01%
550
785
$46.5K ﹤0.01%
803
786
$46.3K ﹤0.01%
5,630
787
$46.2K ﹤0.01%
+423
788
$46.1K ﹤0.01%
862
+1
789
$45.7K ﹤0.01%
3,111
790
$45.5K ﹤0.01%
+475
791
$45.4K ﹤0.01%
+913
792
$45.3K ﹤0.01%
3,802
+101
793
$45.1K ﹤0.01%
+786
794
$45.1K ﹤0.01%
297
+296
795
$44.9K ﹤0.01%
558
+64
796
$44.6K ﹤0.01%
2,065
797
$44.1K ﹤0.01%
809
+628
798
$44.1K ﹤0.01%
1,365
799
$44.1K ﹤0.01%
+1,000
800
$44.1K ﹤0.01%
+676
30 31
32
33 34