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
1526
$450 ﹤0.01%
+300
1527
$433 ﹤0.01%
+17
1528
$412 ﹤0.01%
79
+42
1529
$407 ﹤0.01%
8
1530
$405 ﹤0.01%
+2
1531
$403 ﹤0.01%
5
1532
$402 ﹤0.01%
11
1533
$373 ﹤0.01%
9
1534
$372 ﹤0.01%
1
1535
$364 ﹤0.01%
3
1536
$352 ﹤0.01%
2
1537
$342 ﹤0.01%
30
1538
$336 ﹤0.01%
2
1539
$334 ﹤0.01%
1
1540
$334 ﹤0.01%
+4
1541
$332 ﹤0.01%
5
1542
$324 ﹤0.01%
6
1543
$320 ﹤0.01%
12
1544
$317 ﹤0.01%
9
1545
$313 ﹤0.01%
6
-266
1546
$312 ﹤0.01%
16
1547
$292 ﹤0.01%
+3
1548
$277 ﹤0.01%
2
1549
$271 ﹤0.01%
+3
1550
$265 ﹤0.01%
250
60 61
62
63 64