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
1401
$1.75K ﹤0.01%
50
1402
$1.74K ﹤0.01%
610
1403
$1.74K ﹤0.01%
540
+6
1404
$1.72K ﹤0.01%
100
1405
$1.72K ﹤0.01%
+239
1406
$1.71K ﹤0.01%
48
+38
1407
$1.7K ﹤0.01%
+100
1408
$1.69K ﹤0.01%
97
+9
1409
$1.68K ﹤0.01%
3
1410
$1.68K ﹤0.01%
300
1411
$1.67K ﹤0.01%
106
+14
1412
$1.66K ﹤0.01%
+39
1413
$1.65K ﹤0.01%
64
-59
1414
$1.65K ﹤0.01%
20
1415
$1.61K ﹤0.01%
+100
1416
$1.6K ﹤0.01%
+19
1417
$1.59K ﹤0.01%
14
1418
$1.59K ﹤0.01%
12
1419
$1.57K ﹤0.01%
600
1420
$1.56K ﹤0.01%
13
1421
$1.55K ﹤0.01%
35
+30
1422
$1.53K ﹤0.01%
8
1423
$1.52K ﹤0.01%
+105
1424
$1.48K ﹤0.01%
+5
1425
$1.46K ﹤0.01%
144
55 56
57
58 59