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
1351
$2.83K ﹤0.01%
300
1352
$2.81K ﹤0.01%
+81
1353
$2.81K ﹤0.01%
100
1354
$2.79K ﹤0.01%
62
1355
$2.79K ﹤0.01%
+10
1356
$2.78K ﹤0.01%
25
1357
$2.78K ﹤0.01%
+163
1358
$2.73K ﹤0.01%
33
-16
1359
$2.68K ﹤0.01%
+30
1360
$2.66K ﹤0.01%
+93
1361
$2.65K ﹤0.01%
+300
1362
– –
0
1363
$2.62K ﹤0.01%
+97
1364
$2.59K ﹤0.01%
+73
1365
$2.55K ﹤0.01%
+104
1366
$2.54K ﹤0.01%
113
1367
$2.54K ﹤0.01%
+397
1368
$2.53K ﹤0.01%
+40
1369
$2.51K ﹤0.01%
+20
1370
$2.46K ﹤0.01%
10
1371
$2.46K ﹤0.01%
74
+2
1372
$2.46K ﹤0.01%
57
-227
1373
$2.4K ﹤0.01%
+29
1374
$2.4K ﹤0.01%
+96
1375
$2.4K ﹤0.01%
+147
53 54
55
56 57