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
1151
$5.92K ﹤0.01%
305
1152
$5.9K ﹤0.01%
26
+16
1153
$5.88K ﹤0.01%
+284
1154
$5.86K ﹤0.01%
420
+2
1155
$5.85K ﹤0.01%
+27
1156
$5.8K ﹤0.01%
41
+11
1157
$5.79K ﹤0.01%
406
+331
1158
$5.79K ﹤0.01%
+55
1159
$5.72K ﹤0.01%
+34
1160
$5.7K ﹤0.01%
350
1161
$5.7K ﹤0.01%
1,000
1162
$5.67K ﹤0.01%
+119
1163
$5.65K ﹤0.01%
186
+155
1164
$5.64K ﹤0.01%
120
-34
1165
$5.61K ﹤0.01%
+92
1166
$5.59K ﹤0.01%
46
-2,360
1167
$5.57K ﹤0.01%
+35
1168
$5.55K ﹤0.01%
36
+6
1169
$5.51K ﹤0.01%
155
1170
$5.5K ﹤0.01%
145
1171
$5.46K ﹤0.01%
15
+12
1172
$5.46K ﹤0.01%
+541
1173
$5.45K ﹤0.01%
+60
1174
$5.43K ﹤0.01%
+105
1175
$5.42K ﹤0.01%
+113
45 46
47
48 49