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
1426
$1.44K ﹤0.01%
34
+11
1427
$1.44K ﹤0.01%
90
1428
$1.41K ﹤0.01%
+28
1429
$1.39K ﹤0.01%
10
+1
1430
$1.39K ﹤0.01%
65
+1
1431
$1.38K ﹤0.01%
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1432
$1.37K ﹤0.01%
+20
1433
$1.37K ﹤0.01%
3
1434
$1.36K ﹤0.01%
21
1435
$1.33K ﹤0.01%
+4
1436
$1.3K ﹤0.01%
41
+32
1437
$1.29K ﹤0.01%
275
1438
$1.29K ﹤0.01%
24
+1
1439
$1.25K ﹤0.01%
120
+1
1440
$1.23K ﹤0.01%
118
1441
$1.22K ﹤0.01%
+500
1442
$1.22K ﹤0.01%
75
-483
1443
$1.21K ﹤0.01%
206
1444
$1.2K ﹤0.01%
36
1445
$1.19K ﹤0.01%
+6
1446
$1.17K ﹤0.01%
20
1447
$1.17K ﹤0.01%
40
-270
1448
$1.14K ﹤0.01%
15
1449
$1.13K ﹤0.01%
+280
1450
$1.12K ﹤0.01%
22
56 57
58
59 60