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
1326
$3.2K ﹤0.01%
+141
1327
$3.2K ﹤0.01%
+132
1328
$3.15K ﹤0.01%
+18
1329
$3.12K ﹤0.01%
175
-825
1330
$3.12K ﹤0.01%
+115
1331
$3.1K ﹤0.01%
76
+1
1332
$3.1K ﹤0.01%
+70
1333
$3.09K ﹤0.01%
1,000
1334
$3.08K ﹤0.01%
170
1335
$3.06K ﹤0.01%
+2
1336
$3.04K ﹤0.01%
100
1337
$3.03K ﹤0.01%
370
-145
1338
$3.01K ﹤0.01%
+31
1339
$3K ﹤0.01%
+204
1340
$2.96K ﹤0.01%
+31
1341
$2.96K ﹤0.01%
251
+2
1342
$2.94K ﹤0.01%
+40
1343
$2.92K ﹤0.01%
88
1344
$2.91K ﹤0.01%
+84
1345
$2.9K ﹤0.01%
900
1346
$2.87K ﹤0.01%
+89
1347
$2.86K ﹤0.01%
34
1348
$2.85K ﹤0.01%
111
1349
$2.85K ﹤0.01%
+32
1350
$2.84K ﹤0.01%
338
52 53
54
55 56