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
1276
$3.76K ﹤0.01%
+33
1277
$3.75K ﹤0.01%
+91
1278
$3.73K ﹤0.01%
+65
1279
$3.71K ﹤0.01%
+40
1280
$3.71K ﹤0.01%
+225
1281
$3.69K ﹤0.01%
5
1282
$3.68K ﹤0.01%
+31
1283
$3.68K ﹤0.01%
+51
1284
$3.67K ﹤0.01%
12
+6
1285
$3.67K ﹤0.01%
+20
1286
$3.65K ﹤0.01%
+24
1287
$3.65K ﹤0.01%
33
-67
1288
$3.62K ﹤0.01%
155
1289
$3.62K ﹤0.01%
+340
1290
$3.6K ﹤0.01%
+37
1291
$3.6K ﹤0.01%
+226
1292
$3.59K ﹤0.01%
+308
1293
$3.59K ﹤0.01%
+235
1294
$3.58K ﹤0.01%
+15
1295
$3.58K ﹤0.01%
86
-44
1296
$3.57K ﹤0.01%
+19
1297
$3.57K ﹤0.01%
+40
1298
$3.56K ﹤0.01%
75
1299
$3.54K ﹤0.01%
+200
1300
$3.54K ﹤0.01%
+132
50 51
52
53 54