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
1101
$7.73K ﹤0.01%
+384
1102
$7.61K ﹤0.01%
125
1103
$7.57K ﹤0.01%
+238
1104
$7.46K ﹤0.01%
90
1105
$7.34K ﹤0.01%
+56
1106
$7.33K ﹤0.01%
+64
1107
$7.32K ﹤0.01%
103
1108
$7.31K ﹤0.01%
79
-29
1109
$7.29K ﹤0.01%
+52
1110
$7.17K ﹤0.01%
533
+233
1111
$7.1K ﹤0.01%
+47
1112
$7.09K ﹤0.01%
+50
1113
$7.06K ﹤0.01%
1,000
1114
$7K ﹤0.01%
+49
1115
$7K ﹤0.01%
+92
1116
$6.97K ﹤0.01%
+45
1117
$6.96K ﹤0.01%
+108
1118
$6.94K ﹤0.01%
+900
1119
$6.93K ﹤0.01%
447
+135
1120
$6.91K ﹤0.01%
619
+4
1121
$6.86K ﹤0.01%
97
1122
$6.82K ﹤0.01%
+62
1123
$6.71K ﹤0.01%
+277
1124
$6.69K ﹤0.01%
+25
1125
$6.66K ﹤0.01%
100
43 44
45
46 47