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
$171M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.3M
3
+$1.28M
4
MMM icon
3M
MMM
+$1.22M
5
HD icon
Home Depot
HD
+$1.21M

Top Sells

1
+$379K
2
+$165K
3
+$142K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$130K
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$119K

Sector Composition

1 Financials 8.73%
2 Healthcare 6.33%
3 Industrials 4.94%
4 Technology 4.86%
5 Energy 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22K 0.01%
537
+92
227
$21K 0.01%
1,426
+22
228
$21K 0.01%
1,153
+81
229
$21K 0.01%
824
230
$20K 0.01%
1,500
231
$20K 0.01%
+570
232
$20K 0.01%
+200
233
$20K 0.01%
+201
234
$20K 0.01%
+300
235
$20K 0.01%
520
236
$19K 0.01%
1,500
237
$18K 0.01%
669
+243
238
$18K 0.01%
580
+450
239
$18K 0.01%
272
240
$18K 0.01%
636
+18
241
$17K 0.01%
1,500
242
$17K 0.01%
193
243
$17K 0.01%
63
244
$16K 0.01%
160
+110
245
$16K 0.01%
215
246
$16K 0.01%
1,250
247
$16K 0.01%
750
248
$16K 0.01%
418
+2
249
$16K 0.01%
2,496
+8
250
$16K 0.01%
328
8 9
10
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