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
951
$19.1K ﹤0.01%
326
-179
952
$19.1K ﹤0.01%
360
+320
953
$19K ﹤0.01%
562
+375
954
$19K ﹤0.01%
250
-125
955
$18.9K ﹤0.01%
+1,059
956
$18.9K ﹤0.01%
1,000
957
$18.8K ﹤0.01%
+2,548
958
$18.7K ﹤0.01%
152
+121
959
$18.5K ﹤0.01%
52
960
$18.4K ﹤0.01%
424
+1
961
$18.3K ﹤0.01%
306
+246
962
$18.3K ﹤0.01%
1,800
+750
963
$18.2K ﹤0.01%
3,882
964
$18.2K ﹤0.01%
+743
965
$17.9K ﹤0.01%
127
+52
966
$17.9K ﹤0.01%
333
+150
967
$17.8K ﹤0.01%
93
+86
968
$17.6K ﹤0.01%
373
-30
969
$17.6K ﹤0.01%
1,826
+744
970
$17.6K ﹤0.01%
353
+341
971
$17.4K ﹤0.01%
700
972
$17.3K ﹤0.01%
+473
973
$17.1K ﹤0.01%
+535
974
$17.1K ﹤0.01%
279
-25
975
$17K ﹤0.01%
2,588
37 38
39
40 41