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
1251
$4.15K ﹤0.01%
234
+199
1252
$4.14K ﹤0.01%
+68
1253
$4.13K ﹤0.01%
+34
1254
$4.11K ﹤0.01%
+122
1255
$4.07K ﹤0.01%
34
-25
1256
$4.04K ﹤0.01%
+88
1257
$4.01K ﹤0.01%
+140
1258
$3.97K ﹤0.01%
+136
1259
$3.96K ﹤0.01%
+10
1260
$3.95K ﹤0.01%
+16
1261
$3.91K ﹤0.01%
20
-30
1262
$3.91K ﹤0.01%
+88
1263
$3.89K ﹤0.01%
114
1264
$3.87K ﹤0.01%
+409
1265
$3.86K ﹤0.01%
+71
1266
$3.84K ﹤0.01%
+160
1267
$3.83K ﹤0.01%
40
1268
$3.83K ﹤0.01%
+57
1269
$3.82K ﹤0.01%
+138
1270
$3.81K ﹤0.01%
+218
1271
$3.81K ﹤0.01%
+70
1272
$3.8K ﹤0.01%
+275
1273
$3.78K ﹤0.01%
+109
1274
$3.76K ﹤0.01%
+33
1275
$3.76K ﹤0.01%
35
49 50
51
52 53