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
901
$27K ﹤0.01%
806
+3
902
$26.9K ﹤0.01%
1,000
903
$26.8K ﹤0.01%
416
904
$26.7K ﹤0.01%
93
905
$26K ﹤0.01%
1,620
-15,197
906
$25.8K ﹤0.01%
481
-468
907
$25.4K ﹤0.01%
+220
908
$24.8K ﹤0.01%
+342
909
$24.8K ﹤0.01%
1,003
910
$24.7K ﹤0.01%
823
+45
911
$24.6K ﹤0.01%
235
+6
912
$24.4K ﹤0.01%
+1,223
913
$24.3K ﹤0.01%
1,615
914
$24.2K ﹤0.01%
+228
915
$24K ﹤0.01%
716
+114
916
$24K ﹤0.01%
509
+3
917
$23.9K ﹤0.01%
413
918
$23.9K ﹤0.01%
316
+72
919
$23.7K ﹤0.01%
212
920
$23.7K ﹤0.01%
1,139
921
$23.6K ﹤0.01%
150
-150
922
$23.5K ﹤0.01%
731
923
$23K ﹤0.01%
+675
924
$23K ﹤0.01%
137
-52
925
$22.9K ﹤0.01%
382
-137
35 36
37
38 39