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 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
1026
$11.8K ﹤0.01%
500
1027
$11.8K ﹤0.01%
50
1028
$11.6K ﹤0.01%
370
+3
1029
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1030
$11.5K ﹤0.01%
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1031
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-11
1032
$11.4K ﹤0.01%
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1033
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350
1034
$11K ﹤0.01%
+371
1035
$11K ﹤0.01%
244
+124
1036
$11K ﹤0.01%
+600
1037
$10.9K ﹤0.01%
100
-2,571
1038
$10.9K ﹤0.01%
+372
1039
$10.8K ﹤0.01%
28
+24
1040
$10.8K ﹤0.01%
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1041
$10.7K ﹤0.01%
400
1042
$10.6K ﹤0.01%
+523
1043
$10.6K ﹤0.01%
105
1044
$10.6K ﹤0.01%
501
1045
$10.4K ﹤0.01%
+809
1046
$10.3K ﹤0.01%
244
+100
1047
$10.2K ﹤0.01%
103
1048
$10.1K ﹤0.01%
504
1049
$10.1K ﹤0.01%
+549
1050
$10.1K ﹤0.01%
400