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
876
$29.9K ﹤0.01%
+1,000
877
$29.6K ﹤0.01%
200
878
$29.5K ﹤0.01%
228
879
$29.4K ﹤0.01%
909
+207
880
$29.4K ﹤0.01%
16,500
881
$29.2K ﹤0.01%
1,079
+50
882
$28.6K ﹤0.01%
954
-401
883
$28.6K ﹤0.01%
+529
884
$28.6K ﹤0.01%
94
+11
885
$28.5K ﹤0.01%
1,120
-35
886
$28.4K ﹤0.01%
+575
887
$28.4K ﹤0.01%
185
888
$28.2K ﹤0.01%
115
+15
889
$28.1K ﹤0.01%
+483
890
$28.1K ﹤0.01%
142
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891
$28K ﹤0.01%
1,255
892
$27.9K ﹤0.01%
472
+403
893
$27.8K ﹤0.01%
243
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894
$27.6K ﹤0.01%
83
-16
895
$27.5K ﹤0.01%
1,500
896
$27.4K ﹤0.01%
+143
897
$27.3K ﹤0.01%
800
+150
898
$27.3K ﹤0.01%
+957
899
$27.2K ﹤0.01%
+100
900
$27.1K ﹤0.01%
230
+2
34 35
36
37 38