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
1201
$4.98K ﹤0.01%
+355
1202
$4.98K ﹤0.01%
+49
1203
$4.98K ﹤0.01%
99
+9
1204
$4.92K ﹤0.01%
+200
1205
$4.88K ﹤0.01%
88
1206
$4.84K ﹤0.01%
177
-40
1207
$4.83K ﹤0.01%
+51
1208
$4.83K ﹤0.01%
442
+12
1209
$4.81K ﹤0.01%
506
1210
$4.81K ﹤0.01%
107
-381
1211
$4.81K ﹤0.01%
182
+1
1212
$4.8K ﹤0.01%
+52
1213
$4.79K ﹤0.01%
+72
1214
$4.75K ﹤0.01%
255
1215
$4.68K ﹤0.01%
+37
1216
$4.66K ﹤0.01%
280
1217
$4.66K ﹤0.01%
60
-45
1218
$4.62K ﹤0.01%
542
1219
$4.61K ﹤0.01%
+67
1220
$4.6K ﹤0.01%
50
1221
$4.6K ﹤0.01%
500
1222
$4.59K ﹤0.01%
+59
1223
$4.58K ﹤0.01%
+76
1224
$4.57K ﹤0.01%
162
1225
$4.56K ﹤0.01%
14
+11
47 48
49
50 51