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
1176
$5.42K ﹤0.01%
+21
1177
$5.38K ﹤0.01%
+107
1178
$5.36K ﹤0.01%
+150
1179
$5.33K ﹤0.01%
128
1180
$5.32K ﹤0.01%
275
1181
$5.3K ﹤0.01%
291
1182
$5.27K ﹤0.01%
39
1183
$5.26K ﹤0.01%
+130
1184
$5.26K ﹤0.01%
+838
1185
$5.25K ﹤0.01%
+65
1186
$5.24K ﹤0.01%
+186
1187
$5.24K ﹤0.01%
244
1188
$5.23K ﹤0.01%
+71
1189
$5.21K ﹤0.01%
123
+108
1190
$5.16K ﹤0.01%
+86
1191
$5.14K ﹤0.01%
+175
1192
$5.12K ﹤0.01%
50
1193
$5.12K ﹤0.01%
+182
1194
$5.12K ﹤0.01%
539
1195
$5.08K ﹤0.01%
97
1196
$5.02K ﹤0.01%
+73
1197
$5.01K ﹤0.01%
188
-3,945
1198
$5.01K ﹤0.01%
210
-539
1199
$5K ﹤0.01%
427
-200
1200
$5K ﹤0.01%
+10
46 47
48
49 50