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
$226M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.58M
3
+$2.3M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.27M
5
BND icon
Vanguard Total Bond Market
BND
+$1.87M

Top Sells

1
+$283K
2
+$78.3K
3
+$49K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$48.6K
5
KO icon
Coca-Cola
KO
+$44.2K

Sector Composition

1 Financials 7.91%
2 Healthcare 5.45%
3 Industrials 4.67%
4 Technology 4.33%
5 Energy 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40K 0.02%
730
227
$40K 0.02%
1,296
228
$39K 0.02%
1,701
+186
229
$38K 0.02%
1,179
230
$36K 0.02%
329
+90
231
$35K 0.02%
1,110
+16
232
$35K 0.02%
717
+208
233
$34K 0.02%
638
+260
234
$32K 0.01%
413
-150
235
$32K 0.01%
619
-44
236
$32K 0.01%
1,580
+15
237
$32K 0.01%
1,320
238
$32K 0.01%
+744
239
$32K 0.01%
3,500
240
$31K 0.01%
1,200
241
$31K 0.01%
658
+110
242
$31K 0.01%
300
243
$31K 0.01%
583
+72
244
$31K 0.01%
523
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245
$31K 0.01%
394
246
$30K 0.01%
1,500
247
$30K 0.01%
437
248
$30K 0.01%
450
249
$28K 0.01%
225
250
$28K 0.01%
1,649
8 9
10
11 12