Ownership history in Avior Wealth Management, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in ANFIELD U.S. EQUITY SECTOR ROTATION ETF (AESR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Avior Wealth Management, LLC outperformed the S&P 500 by +0.8% annually on this AESR position. Timing score: 33% (4/12 decisions correct). Average cost basis: $9.87. Maximum drawdown during holding period: β4.6%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
12 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 12 add/trim decisions correct
Best entry: $9.85 (2022 Q3) Β· Worst: $10.76 (2022 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 11 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size