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AWM

Avior Wealth Management Portfolio holdings

AUM $3.53B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
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
+$12.7M
2
+$12.5M
3
+$12M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.66M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.81M

Top Sells

1
+$18.8M
2
+$12.9M
3
+$11M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.92M
5
IWL icon
iShares Russell Top 200 ETF
IWL
+$3.89M

Sector Composition

1 Financials 6.47%
2 Technology 6.38%
3 Healthcare 3.85%
4 Industrials 3.28%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
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1677
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1679
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-33,662
1681
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1682
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0
1683
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-715
1684
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1685
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-17,200
1686
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1688
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-7
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