AWM

Avior Wealth Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
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
851
$34.9K ﹤0.01%
2,179
+31
852
$34.7K ﹤0.01%
260
+160
853
$34.5K ﹤0.01%
27
854
$34.2K ﹤0.01%
1,165
+1
855
$34.1K ﹤0.01%
725
+525
856
$34K ﹤0.01%
4,347
857
$33.9K ﹤0.01%
+1,088
858
$33.8K ﹤0.01%
742
+264
859
$33.6K ﹤0.01%
168
860
$33.5K ﹤0.01%
1,011
861
$33.4K ﹤0.01%
254
862
$33.4K ﹤0.01%
2,000
863
$33.4K ﹤0.01%
5,702
+5
864
$33.2K ﹤0.01%
509
+8
865
$33.1K ﹤0.01%
+1,036
866
$32.8K ﹤0.01%
389
+190
867
$32.8K ﹤0.01%
1,031
868
$32.8K ﹤0.01%
+976
869
$32.6K ﹤0.01%
999
-209
870
$32.5K ﹤0.01%
234
-27,798
871
$31.6K ﹤0.01%
346
872
$30.6K ﹤0.01%
1,272
873
$30.3K ﹤0.01%
405
874
$30.2K ﹤0.01%
1,307
-1,024
875
$30.1K ﹤0.01%
+3,605
33 34
35
36 37