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
1301
$3.54K ﹤0.01%
37
1302
$3.51K ﹤0.01%
48
-5,057
1303
$3.51K ﹤0.01%
+27
1304
$3.49K ﹤0.01%
77
1305
$3.49K ﹤0.01%
60
1306
$3.47K ﹤0.01%
1,113
1307
$3.46K ﹤0.01%
+150
1308
$3.45K ﹤0.01%
408
+81
1309
$3.45K ﹤0.01%
+209
1310
$3.42K ﹤0.01%
491
1311
$3.39K ﹤0.01%
+364
1312
$3.38K ﹤0.01%
+29
1313
$3.35K ﹤0.01%
35
-65
1314
$3.35K ﹤0.01%
285
1315
$3.35K ﹤0.01%
+134
1316
$3.34K ﹤0.01%
+13
1317
$3.33K ﹤0.01%
+248
1318
$3.31K ﹤0.01%
+42
1319
$3.31K ﹤0.01%
+103
1320
$3.3K ﹤0.01%
+37
1321
$3.27K ﹤0.01%
+35
1322
$3.26K ﹤0.01%
150
1323
$3.26K ﹤0.01%
+83
1324
$3.22K ﹤0.01%
+121
1325
$3.2K ﹤0.01%
+14
51 52
53
54 55