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
801
$44K ﹤0.01%
1,631
802
$43.9K ﹤0.01%
392
+386
803
$43.7K ﹤0.01%
1,096
+1,081
804
$43.7K ﹤0.01%
1,424
+12
805
$43.4K ﹤0.01%
350
-6
806
$43K ﹤0.01%
1,910
807
$42.8K ﹤0.01%
720
-112
808
$42.8K ﹤0.01%
1,020
+188
809
$42.5K ﹤0.01%
275
+255
810
$42.4K ﹤0.01%
750
+90
811
$42.3K ﹤0.01%
1,502
812
$42.1K ﹤0.01%
3,610
+9
813
$42K ﹤0.01%
201
+198
814
$42K ﹤0.01%
1,559
+1,535
815
$41.9K ﹤0.01%
+1,311
816
$41.9K ﹤0.01%
+846
817
$41.9K ﹤0.01%
+496
818
$41.7K ﹤0.01%
+422
819
$41.6K ﹤0.01%
430
820
$41.6K ﹤0.01%
198
+190
821
$41.5K ﹤0.01%
130
+23
822
$41.5K ﹤0.01%
93
+85
823
$41.2K ﹤0.01%
3,763
+34
824
$41K ﹤0.01%
6,316
+62
825
$41K ﹤0.01%
+3,000
31 32
33
34 35