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
1576
$143 ﹤0.01%
+12
1577
$135 ﹤0.01%
2
1578
$119 ﹤0.01%
21
-531
1579
$112 ﹤0.01%
+14
1580
$109 ﹤0.01%
10
1581
$108 ﹤0.01%
2
1582
$103 ﹤0.01%
+1
1583
$100 ﹤0.01%
100
1584
$100 ﹤0.01%
100
1585
$100 ﹤0.01%
100
1586
$100 ﹤0.01%
100
1587
$99 ﹤0.01%
4
1588
$96 ﹤0.01%
3
1589
$92 ﹤0.01%
26
+6
1590
$87 ﹤0.01%
7
1591
$86 ﹤0.01%
6
1592
$86 ﹤0.01%
12
-7
1593
$83 ﹤0.01%
+10
1594
$80 ﹤0.01%
625
1595
$77 ﹤0.01%
+16
1596
$76 ﹤0.01%
24
1597
$75 ﹤0.01%
3
1598
$70 ﹤0.01%
+20
1599
$70 ﹤0.01%
2
1600
$68 ﹤0.01%
7
62 63
64
65 66