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
976
$17K ﹤0.01%
23
977
$16.9K ﹤0.01%
290
-50
978
$16.9K ﹤0.01%
152
979
$16.8K ﹤0.01%
1,050
980
$16.5K ﹤0.01%
580
981
$16.5K ﹤0.01%
127
-73
982
$16.3K ﹤0.01%
750
983
$16.2K ﹤0.01%
396
984
$16.1K ﹤0.01%
167
-321
985
$15.8K ﹤0.01%
+75
986
$15.8K ﹤0.01%
95
+69
987
$15.6K ﹤0.01%
460
-100
988
$15.5K ﹤0.01%
500
989
$15.3K ﹤0.01%
814
+18
990
$15.3K ﹤0.01%
+433
991
$15.2K ﹤0.01%
1,378
-9
992
$15.1K ﹤0.01%
569
+500
993
$14.8K ﹤0.01%
639
+1
994
$14.8K ﹤0.01%
400
995
$14.7K ﹤0.01%
600
996
$14.7K ﹤0.01%
+312
997
$14.6K ﹤0.01%
109
998
$14.3K ﹤0.01%
125
999
$14.2K ﹤0.01%
102
+28
1000
$13.9K ﹤0.01%
589
+7
38 39
40
41 42