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
1226
$4.55K ﹤0.01%
218
-160
1227
$4.54K ﹤0.01%
244
1228
$4.54K ﹤0.01%
+18
1229
$4.52K ﹤0.01%
+199
1230
$4.51K ﹤0.01%
+119
1231
$4.5K ﹤0.01%
+41
1232
$4.47K ﹤0.01%
293
1233
$4.47K ﹤0.01%
+53
1234
$4.45K ﹤0.01%
+77
1235
$4.44K ﹤0.01%
100
1236
$4.4K ﹤0.01%
130
1237
$4.39K ﹤0.01%
603
1238
$4.39K ﹤0.01%
220
+10
1239
$4.37K ﹤0.01%
8
+7
1240
$4.35K ﹤0.01%
+53
1241
$4.33K ﹤0.01%
+79
1242
$4.3K ﹤0.01%
2,000
1243
$4.3K ﹤0.01%
+152
1244
$4.28K ﹤0.01%
+168
1245
$4.27K ﹤0.01%
+69
1246
$4.26K ﹤0.01%
65
-4
1247
$4.25K ﹤0.01%
+196
1248
$4.25K ﹤0.01%
80
1249
$4.18K ﹤0.01%
+424
1250
$4.17K ﹤0.01%
+150
48 49
50
51 52