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
1126
$6.65K ﹤0.01%
+167
1127
$6.65K ﹤0.01%
132
1128
$6.63K ﹤0.01%
51
1129
$6.62K ﹤0.01%
+240
1130
$6.59K ﹤0.01%
+125
1131
$6.58K ﹤0.01%
100
1132
$6.57K ﹤0.01%
+175
1133
$6.54K ﹤0.01%
126
+103
1134
$6.51K ﹤0.01%
300
1135
$6.5K ﹤0.01%
+68
1136
$6.49K ﹤0.01%
48
-52
1137
$6.47K ﹤0.01%
161
1138
$6.39K ﹤0.01%
202
+70
1139
$6.38K ﹤0.01%
+130
1140
$6.36K ﹤0.01%
+354
1141
$6.32K ﹤0.01%
+166
1142
$6.3K ﹤0.01%
+83
1143
$6.28K ﹤0.01%
168
1144
$6.2K ﹤0.01%
653
+53
1145
$6.15K ﹤0.01%
+101
1146
$6.11K ﹤0.01%
+91
1147
$6.05K ﹤0.01%
+63
1148
$6.02K ﹤0.01%
+172
1149
$6K ﹤0.01%
+139
1150
$5.93K ﹤0.01%
+144
44 45
46
47 48