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
$128M
AUM Growth
-$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$1.45M
3
+$958K
4
CVX icon
Chevron
CVX
+$901K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$339K

Top Sells

1
+$3.14M
2
+$1.79M
3
+$1.48M
4
HPQ icon
HP
HPQ
+$674K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$380K

Sector Composition

1 Financials 5.93%
2 Energy 3.26%
3 Industrials 3.03%
4 Consumer Discretionary 1.68%
5 Technology 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17K 0.01%
515
+400
227
$17K 0.01%
+274
228
$16K 0.01%
200
229
$16K 0.01%
63
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230
$16K 0.01%
300
231
$16K 0.01%
+500
232
$16K 0.01%
375
-600
233
$16K 0.01%
+281
234
$15K 0.01%
+488
235
$15K 0.01%
+184
236
$15K 0.01%
301
+1
237
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1,000
238
$15K 0.01%
260
239
$15K 0.01%
283
240
$15K 0.01%
199
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241
$14K 0.01%
217
242
$14K 0.01%
125
243
$14K 0.01%
750
244
$14K 0.01%
27,920
+120
245
$14K 0.01%
300
246
$14K 0.01%
114
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247
$14K 0.01%
259
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248
$13K 0.01%
+184
249
$13K 0.01%
127
250
$13K 0.01%
245
+3
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