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
1076
$8.62K ﹤0.01%
77
1077
$8.55K ﹤0.01%
50
1078
$8.52K ﹤0.01%
289
1079
$8.51K ﹤0.01%
772
+13
1080
$8.5K ﹤0.01%
+1,200
1081
$8.45K ﹤0.01%
145
+55
1082
$8.4K ﹤0.01%
+300
1083
$8.39K ﹤0.01%
+33
1084
$8.38K ﹤0.01%
650
1085
$8.29K ﹤0.01%
+51
1086
$8.21K ﹤0.01%
+218
1087
$8.19K ﹤0.01%
225
1088
$8.19K ﹤0.01%
+82
1089
$8.15K ﹤0.01%
+82
1090
$8.12K ﹤0.01%
116
1091
$8.04K ﹤0.01%
118
+62
1092
$8.04K ﹤0.01%
260
1093
$8.03K ﹤0.01%
+790
1094
$7.99K ﹤0.01%
535
1095
$7.93K ﹤0.01%
144
1096
$7.92K ﹤0.01%
+40
1097
$7.9K ﹤0.01%
700
1098
$7.78K ﹤0.01%
35
+34
1099
$7.76K ﹤0.01%
+88
1100
$7.75K ﹤0.01%
48
+33
42 43
44
45 46