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
1051
$10K ﹤0.01%
33
+13
1052
$10K ﹤0.01%
150
1053
$10K ﹤0.01%
425
-15
1054
$9.99K ﹤0.01%
206
+2
1055
$9.85K ﹤0.01%
108
1056
$9.78K ﹤0.01%
185
-9
1057
$9.63K ﹤0.01%
+190
1058
$9.62K ﹤0.01%
+195
1059
$9.57K ﹤0.01%
121
1060
$9.41K ﹤0.01%
187
-21
1061
$9.38K ﹤0.01%
+279
1062
$9.35K ﹤0.01%
80
1063
$9.25K ﹤0.01%
1,069
+750
1064
$9.25K ﹤0.01%
115
1065
$9.2K ﹤0.01%
151
+75
1066
$9.19K ﹤0.01%
+510
1067
$9.04K ﹤0.01%
242
+139
1068
$9.04K ﹤0.01%
+94
1069
$9.01K ﹤0.01%
+265
1070
$8.95K ﹤0.01%
+63
1071
$8.95K ﹤0.01%
393
1072
$8.86K ﹤0.01%
+150
1073
$8.74K ﹤0.01%
121
1074
$8.73K ﹤0.01%
+380
1075
$8.7K ﹤0.01%
196
41 42
43
44 45