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
1451
$1.11K ﹤0.01%
100
1452
$1.1K ﹤0.01%
312
1453
$1.06K ﹤0.01%
61
-1
1454
$1.06K ﹤0.01%
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-3
1455
$1.04K ﹤0.01%
4
1456
$1.01K ﹤0.01%
100
+99
1457
$972 ﹤0.01%
11
+2
1458
$966 ﹤0.01%
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1459
$965 ﹤0.01%
29
+1
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$943 ﹤0.01%
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$942 ﹤0.01%
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$939 ﹤0.01%
+14
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$918 ﹤0.01%
+36
1464
$914 ﹤0.01%
164
1465
$904 ﹤0.01%
+20
1466
$903 ﹤0.01%
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$879 ﹤0.01%
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$878 ﹤0.01%
6
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$875 ﹤0.01%
4
1470
$872 ﹤0.01%
22
1471
$857 ﹤0.01%
5
1472
$839 ﹤0.01%
25
-10
1473
$831 ﹤0.01%
+17
1474
$824 ﹤0.01%
200
1475
$823 ﹤0.01%
+10
57 58
59
60 61